Tax Tune-up for Investment Portfolio

At LNWM, tax planning is a core part of our investment process. That’s because our ultimate goal is maximizing your risk-adjusted return after taxes. Regardless of the tax environment – and we have seen major changes in the past 50 years – our focus on tax-efficiency is unrelenting as a way to enhance net return without increasing risk.

Investment Management

  • Asset allocation
  • Investment & asset manager selection
  • Risk management
  • Investment tax planning
  • Traditional & alternative investments
  • Impact investing and SRI

Strategic, intelligent stewardship of your investments is about results. We focus on your goals and on “real” return: what our clients earn after income and capital gains taxes, fees and the impact of inflation.

Financial Planning

  • Retirement planning
  • Budgeting & cash flow management
  • Planning for major expenditures
  • Integrated tax planning
  • Financial risk management
  • Strategies for business owners

We provide a full range of financial planning expertise to help you prepare for retirement, sustainability of lifestyle, college funding, taxes, risk and other financial needs.


  • Trust planning & management
  • Professional trustee services
  • Investment management of trust assets
  • Estate tax planning
  • Philanthropic planning
  • Endowments and Foundations

Whether you want to maximize inheritance for your heirs, keep the family business in the family, or leave a philanthropic legacy, we work diligently to make your wishes a reality.