Broker Check


This individual has a dynamic influence within the family structure and we are honored to have more than 40% of our client base is represented in this group.

  • Generally this individual has investable assets over 250k and have strong desires about leaving an estate to their children, other family members or give to a charitable organization
  • They appreciate having a relationship with their properly registered Financial Advisor instead of being involved with transactional financial services company
  • Matriarchs often include their older children in our meetings, to teach them the benefits of investing and to begin building a relationship between us and their next generation
  • We at LDW Consulting Group are pleased to navigate the financial affairs of our clients and most often their elder children

We are wholly grateful for the relationships we build, the trust that has been established and maintained with each client.

Call us today to schedule a consultation and learn more about your personal financial affairs.