LBW Wealth Management, LLC
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6410 Enterprise Ln #120
Madison, WI 53719 - 608-286-1321
Hours
Chamber Rating
Contact Info
- 608-286-1321
Questions & Answers
Q What is the phone number for LBW Wealth Management, LLC?
A The phone number for LBW Wealth Management, LLC is: 608-286-1321.
Q Where is LBW Wealth Management, LLC located?
A LBW Wealth Management, LLC is located at 6410 Enterprise Ln #120, Madison, WI 53719
Q What is the internet address for LBW Wealth Management, LLC?
A The website (URL) for LBW Wealth Management, LLC is: https://www.lbw-wealth.com/
Q What days are LBW Wealth Management, LLC open?
A LBW Wealth Management, LLC is open:
Sunday: Closed
Monday: 8:00 AM - 5:00 PM
Tuesday: 8:00 AM - 5:00 PM
Wednesday: 8:00 AM - 5:00 PM
Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 5:00 PM
Saturday: Closed
Q How is LBW Wealth Management, LLC rated?
A LBW Wealth Management, LLC has a 5.0 Star Rating from 4 reviewers.
Hours
Ratings and Reviews
LBW Wealth Management, LLC
Overall Rating
Overall Rating
( 4 Reviews )Karla Wetley on Google
Our family has used LBW for a few years and have nothing but good things to say. Their focus is always helping you manage your life and finances in the best way possible, even if that means you stop investing through them for a while. Not only does Nathaniel do a fantastic job investing, but Tim and Darin give great advice and insight into day to day budgeting, and Dan knows so much about other practical needs including insurance, wills etc. One of our favorite things about the firm is the network—if we have ever needed expert advice, they can recommend a high quality individual to help (lawyer, accountant, banker, real estate agent). It seems they can do no wrong! Highly recommend working with this team.
Lindsay The Baking Realtor on Google
The LBW team is amazing! They really listen to my needs and look at the whole picture, not just retirement. They are the first financial professionals that aren't trying to sell me or talk me into anything. They study my specific situation instead of trying to stick me into a general box. I highly recommend them!
PK Hansen on Google
We have worked with LBW and have nothing but good to say about this team. They are willing to take the time to understand your needs and answer any question you may have. They truly care about you and making sure your portfolio is right for your current moment in life. They check in with you and are always willing to go the extra mile. They have an extreme passion for what they do and you know they are being honest and ethical with their practices. We highly recommend their services.
Adam S on Google
I've worked with LBW, specifically, Dan, for several years now. Most significantly, the team excels in honesty, full-disclosure, and being authentic. They clearly have a passion for full financial advisement.
The returns have been solid, steady, and are being obtained at a lower-risk.
They go the extra mile, even meeting you at your house, taking the time to talk about issues that are beyond just dollars and cents; like end-of-life-planning or saving for a dependent's college.
Overall Rating
Overall Rating
( 4 Reviews )Write a Review
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