Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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Our mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. We help you design, implement and periodically monitor a customized wealth management strategy that helps you and your family pursue your personal financial goals while managing investment risk. Our wealth management approach is about using wealth to help turn goals into reality.
At The Lorenz Wealth Management Group, we believe in serving fewer clients with excellence, rather than many clients with mediocrity. This principle has led to us digging deeper on behalf of a limited circle of client families – and having the ability to discuss, explore, and follow up on a host of financial issues that matter to clients.
Through multiple discussions and meetings, we develop knowledge and appreciation for what’s on a client’s mind and in their heart. Every client – indeed every person – has a unique perspective on their personal finances, what values they place on the importance of money, and what roles their financial advisors should play in their lives. Learning a client’s priorities and values is an ongoing process. The more time we are able to spend with clients, the better able we are to formulate appropriate strategies and adapt in a timely fashion to changing conditions.
As a wealth management team, we are dedicated to increasing the probability of each client’s financial success. Equally important to the end result, we want our clients to enjoy the ride. Being informed, educated, and prepared allows each client to handle life’s financial challenges with the appropriate response – both financial and emotional.
We take pride in our ability to share our experience with clients by articulating concepts in simple terms. Additionally, we apply the knowledge we’ve gained over the years in two ways:
First, we take time to educate clients about the lessons we’ve learned. Investor expectations and fears can often be misaligned to the realities of the markets. That’s why we feel that an educated investor is a prepared investor.
Second, our experience tells us to abide by our own set of principles and guidelines – ones we’ve followed for more than two decades:
Ultimately, we believe clients choose to work with us, stay with us, and refer others because of the overall value we deliver – and because we listen, follow up, follow through, and are reliable.
At The Lorenz Wealth Management Group, we want to know everything about our clients. Listening closely, taking detailed notes, printing out those conversations and referring to them each time, we can connect the dots in clients’ financial lives through a disciplined, planning-based approach that is ongoing – rather than a one-time event.
We understand that investments play a significant role in clients’ lives, but they are not the only variable in achieving financial success. A chair can only withstand the pressure if all four legs are sturdy. For this reason, we encourage clients to engage in broader discussions about what they envision for themselves and their families, their primary concerns (financially, professionally and personally), and what they view as most important to them.
Our capabilities include:
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Advisors” 2018 and 2019
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer NMLS # 559813
Wealth Management Banking Specialist
UHNW Insurance Specialist
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2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
Getting to know you is our primary goal.
We will work to help you stay on track, regardless of what the markets are doing.