Who We Are

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Lawrence Wimsatt

CERTIFIED FINANCIAL PLANNER™ professional, Behavioral Financial Advisor

(562) 200-0181

Lawrence Wimsatt has garnered nearly 20 years of experience in the Financial Industry, taking pride in coaching his clients to and through the retirement of their design. Lawrence has set himself apart in the industry as a Certified...

Nicole Wimsatt

Client Services Specialist

(562) 309-0080

(562) 200-0181

nwimsatt@ldwcg.com

Nicole Wimsatt is always ready to serve you with kindness, efficiency and excellence. Her near 15 years of experience in logistics and customer service offers you a unique level of fast-paced, detailed follow through. You can hear...

Our Company

LDW Consulting Group, Inc. is a full-service independent financial advisory company that specializes in educating and actively coaching leaders of families and communities who are in the process of accumulating wealth as well as more experienced investors who are looking to enjoy the financial security they have worked hard to achieve. Our reputation thrives on our high-level of customer satisfaction and care. When our clients are truly confident in their financial stability, we have done our job.

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Our Commitment

No one approach works for everyone which is why, as our client, you can expect investment management, customized values-based wealth management coaching as well as Retirement Planning that empowers you in better decision making to experience the Life, Dreams and Wealth that you've envisioned. Whether you are experienced in the world of financial matters or are just starting to build your portfolio, LDW Consulting Group can help you to and through your every financial goal.

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Our Principle

We know that wealth goes far beyond the dollar and your starting point does not determine your outcome. Our process begins with listening and ends with you experiencing the Life you have designed around the pursuit of your Dreams and Wealth. Even if you have an MBA in business, financial matters can be daunting. Technology puts a world of information in the palm of your hand and it is the wisdom of "how and when" that you come to us for. In addition to managing and growing your money, the experienced staff at LDW Consulting Group aims to provide a continued education that will strengthen our working relationship. We at LDW Consulting Group are passionately excited to work with you to create your lasting legacy.

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The Life Dreams Wealth Experience

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. After years of developing our process, we are clear about what works and our clients will tell you, they choose the Life Dreams Wealth Experience.

Listen

Getting to know you goes both ways, and we'll go first! You'll start by listening while we describe The Life Dreams Wealth Experience and why our Clients enjoy It. Then it's your turn, we listen to you describe what gets you excited about your life and your money. Sharing where you are and where you'd like to be often gets people talking about their fears and past failures with money, these details are all equally important as we begin to understand your relationship with money. We wrap this up by evaluating your current state of living and where you are in your course to pursuing your dreams which lends itself to making the right decision for you as we reviewing the menu of services and fees.

Envision

Let the creative process begin. We understand that a client influences their own outcome 100% of the time and so, you've got to be motivated! Beyond that, you are going to need a strong emotional connection to your end game. We refer to this as remembering your 'why' and consistently, it's one of the most important details in your planning process. (Besides, of course, having a Certified Financial Planner, CFP).

We begin by

Discussing your Values and Beliefs surrounding your short term and long term goals
Assessing your current financial situation with regard to Income, savings, living expenses, and debt
Utilize our exclusive Behavioral Financial Assessment^TMto begin charting the course to the lifestyle or retirement of your design.
Plan for and agree on the scope of services and fees that work best for you and where you are in your financial journey

Empower

It's time to take your wish list and turn it into a plan by evaluating different approaches to the one destination: getting you on track to your every financial goal so that you can start living the life of your dreams. Taking into consideration the multiple facets of your past relationship with money, your current life situation, your personal values and goals all while navigating the present economic conditions, we will will finish this step off by creating the Life Plan for your Dreams.

Act

Start living your plan today, while we actively manage and monitor your portfolio, working with you along the way to bring your life dreams and wealth into alignment.

Experience

As life happens and you become practiced in making informed decisions and building your choice points, we look forward to helping you accomplish your dreams and discover new dreams as your values expand and evolve -we're here for all of it!