Dan Weiss's Contact Details

Dan Weiss's Company Details

LBW Wealth Management

Madison, WI, US • 5 - 9 Employees
Financial Services

We're Offering a New Take On Financial Excellence.LBW Wealth Management is built to provide financial growth and independence to our clients. We empower those who partner with us by serving as their true advocate and expert. We're not afraid to challenge the norms, learn, and authentically tell you how it is. We changed the approach, rebuilt incentives, and developed a framework that puts you first.What You Can Expect From Us:Services: Personal Financial Consulting, Estate Planning, Asset Management, and Business Consulting.Partnership: At LBW, you're a part of the team and in on the process. You'll be led by the experts and informed every step of the way. Together, we'll develop a plan made for you.Teamwork: This isn't a one-man show. Here, clients are backed by an entire team. Just like specialists in the field, each LBW member offers expert insights that pinpoint progress regarding your individual goals. We contribute specific skill sets and apply our multilevel disciplines to give clients the benefits of a synergistic environment.Customizable: No two clients have the same financial or life circumstances. As an independent company, we've developed a flexible onboarding process that can be customized per your individual needs. Starting from our initial strategy, we can then review and tweak our plans to best grow alongside you.Subscription: Personal Consulting and Business Consulting services will be built as monthly or quarterly subscriptions. The exact fee is determined by the unique goals of each client. Past clients will be able to choose between their past fee-based model or the new subscription model, with LBW advising which option is the most cost-effective.Fee-based schedule for assets management is an optional add-on available to subscription clients.