LWI Wealth Management
We pledge a firm commitment to fulfill your investment, fiduciary, and financial planning needs right in your own neighborhood! Our dedicated team provides direct personal service to accomplish your goals, whether in our local Wealth Management offices, our branch network, or even in your home or office. Your wealth management team includes a dedicated wealth advisor, portfolio manager, and attorney with three CERTIFIED FINANCIAL PLANNERS™ on staff, plus dedicated and skilled support personnel. Our managers deliver sophisticated investment solutions to individuals, companies, governmental entities and many nonprofit organizations.
SGMBbank Wealth Management delivers proprietary investment management strategies designed to meet the objectives and risk tolerances of our clients. Located in a number of the markets in which we operate, each of our team of Portfolio Managers has either an MBA or a degree in Finance and/or Economics. Our clients benefit from years of combined experience with large, well known financial institutions on the part of our managers, each of whom has joined SGMBbank because of the excellent personalized investment capabilities we have developed. Each of our Portfolio Managers is committed to the importance of working one-on-one with our clients.
Various LWI Wealth Management.
Our investment strategies and tactics are created entirely in-house, ensuring that our Portfolio Managers will fully understand, and consistently implement, our best collective thinking in consideration of a client's unique investment goals and tolerance for risk. Because the financial markets have been especially volatile in recent years, we believe that our clients are best served by the kinds of experience and broad knowledge of markets and economies – domestic and foreign – which our Portfolio Managers bring to the investment management process here at SGMBbank. Our technological resources afford our Portfolio Managers with the ability to optimize portfolios through disciplined analysis of asset allocation methodologies and consequences, as well as a rigorous equity screening process. We at SGMBbank Wealth Management are committed to providing a highly personalized, hands-on local provision of services with the sophistication of our larger competitors, who often overlook the importance of relationships in this business of investment management. We are ready to serve you. Please contact us to review your current portfolio for an objective assessment of its ability to meet your objectives in these volatile times.
At SGMBbank Wealth Management, our success is not measured by the number of clients we serve, but by the relationships we have built on trust. Each client relationship is supported by the highest level of integrity, trust and accountability: the fiduciary standard. We are committed to serving our client’s best interests, and placing them ahead of our own. We are dedicated to assisting our clients with custom solutions to accomplish their objectives. We provide guidance and consultation to help clients plan for the future and achieve their goals. We provide expertise in financial planning, investment strategies, trust and estate planning, lending solutions, cash management, and mortgage lending.
When you choose SGMBbank Wealth Management you can do so confidently, knowing that we recognize the immense amount of trust you’re placing in us as stewards of your wealth and future aspirations. You deserve a partner who will take the time to understand your current financial situation and create a personalized wealth management strategy that evolves with you and your objectives. Whatever your needs, you can be certain that SGMBbank Wealth Management is united around you, your priorities and your goals. SGMBbank Wealth Management balances tailored long-term investment and wealth planning services with decades of expertise to support wealth accumulation, protection and transfer for individuals, families, institutions and other entities.
Our Wealth Management division helps you grow, protect and transfer your assets. We deliver comprehensive wealth management solutions after gaining a deep understanding of your situation and goals. From financial plan development, professional investment management, risk management, retirement plan administration, and trustee services to ongoing farm management or agricultural real estate sales through our Agricultural Services group, we are here to help you gain greater financial security. We also work directly with the not-for-profit recipients of local philanthropic efforts to manage foundation and endowment assets to optimize the impact they have on the community.