Financial Synergies
Holistic Financial Planning and Investment Management
At Lockwood Wealth Management our main goal is to improve and simplify your financial life. Financial management is much more than handling your assets, and we are with you every step of the way. We start together by getting answers to important questions. What does money mean to you? When would you like to retire? How do taxes impact your financial plan? How are your assets allocated? Do you have the right amount of insurance and an established estate plan, and are you taking the right level of risk?
As an experienced financial advisory firm, we deliver comprehensive wealth management. As a fiduciary advisor, we hold ourselves to the highest legal standard, always representing your best interests.
Client Services
Creative Simplicity
With a comprehensive menu of services, we strive to be a single source for all of your financial necessities and act as your personal CFO.
General Financial Planning
Financial organization
Net worth statement/tracking
Total account aggregation
Education planning
529 account establishment and management
Cash flow planning
Saving and budgeting strategies
Debt management
Major purchase advice/planning
Student loan analysis
Mortgage analysis
Lease vs. buy advice
How We Are Different
Lockwood Wealth Management believes in partnerships, not transactions. With this approach, Lockwood Wealth Management works tirelessly to ensure that all clients get the proper tools and strategies for growth that they need.
Fee-Only. Lockwood Wealth Management, has been fee-only since its inception. Our only compensation is from the client. We earn no commissions for selling products or services. This aligns our interest with the client’s.
The Fiduciary Responsibility. As a Fiduciary, we act in good faith and the best interest of the client and must provide written disclosure of any conflicts of interest.
Comprehensive Financial Planning. We look at your financial picture as a whole, not just parts. This ensures a recommendation or action taken concerning one aspect of your financial life complements other considerations.
Independence. Lockwood Wealth Management is not affiliated with or a subsidiary of any other firm. Our recommendations are independent from any third party influence.
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Lockwood Wealth Management, Inc.
Greenwich, Connecticut