We're Here For You

Linenger Wealth Management was founded with the experience and dedication to bring detailed financial planning and exclusive investment strategies to our clients - strategies that are normally reserved for the ultra-wealthy. This is accomplished without high minimums or high investment costs.

 

We customize tax-efficient portfolios and develop tax planning strategies for each client, allowing them to most effectively reach their goals. Our financial plans are included in our investment management fee because we feel it is the foundation from which one should construct an investment portfolio.

 

LWM is passionate about building long lasting relationships with our clients and making a positive impact on their lives.

 

We provide our services to individuals, trusts, retirement plans and foundations, with a specialty practice tailored to the issues facing business leaders and medical professionals. 

 

A Closer Look at LWM:

Guiding Principles

Profiles

 

How We Can help

Discover the wide range of wealth management services we provide.