Kristen Bauer

Kristen Bauer’s life calling dovetails perfectly with that of LNWM: To help individuals and families thrive and prosper in all aspects of their lives. Wealth presents many unique opportunities and also challenges, she says. Success is helping clients realize the full potential of all that is valuable to them, including financial wealth, relationships, education, and community. This was the original vision for LNWM when it was founded in 1967 and remains true to this day.

A CPA with more than 20 years of experience in holistic wealth management, Kristen started her career as a trusted advisor and CFO for a legendary Pacific Northwest family. She went on to become president at Threshold Group, helping transition a single-family office into a multi-client office, developing and leading the national family office practice and ultimately merging the company into Tiedemann Advisors.

At LNWM, Kristen very much appreciates that she is leading a company founded by a family for the benefit of families. Privately held and independent, LNWM is not beholden to Wall Street analysts, financial products salespeople, or any other outsiders, she notes. “We work solely for our clients and that allows us to do our best work for each.”

Looking Ahead

What does Kristen foresee on the horizon? “The high level of integrity and integrated expertise at LNWM have allowed the firm to grow steadily and judiciously, even during times of great economic uncertainty, and this will continue. We are finding new ways to serve existing clients even better and working with new clients who see the benefit of partnering with us over many generations.”

Just as important, LNWM will continue to support the communities in which our clients and employees live and prosper, says Kristen. This includes working with nonprofits, investing for impact, and helping foster philanthropic interests and contributions. A big focus for her personally (and for LNWM) is preserving the environment. Her upbringing in Bend, Oregon instilled in Kristen a deep appreciation for nature and working to leave a healthy world for generations to come.