LCW PLANNING AND INVESTMENTS, LLC

Overview

LCW Planning And Investments, LLC is organized as a limited liability partnership that provides financial planning and portfolio management for individuals and small businesses. The firm describes itself as a capital allocator and performs selection of other advisers, indicating it routinely evaluates and places client capital with third-party managers rather than relying solely on in-house sleeves. Fee arrangements include both a percentage-of-assets model and fixed fees, and the firm lists an industry affiliation with accountants, suggesting coordinated planning and tax-focused work with accounting professionals. The firm does not identify itself as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices