people outside walking by water

Our Culture

You might not expect a financial services firm to use words like warmth and caring.

To us, these aren’t just words, they’re the heart of our culture.

What makes us unique? It’s our inspired and inspiring employees. The care they show in building rewarding relationships with our clients. It’s our commitment to professional excellence, every day. This began the day we were founded and has remained at the core of everything we do. It’s a commitment to the true north of our values. To knowing who we are, and living that through our work, every day.

What makes us different is also what makes us successful. We’re now one of the leading independent investment advisory firms in the U.S.

Our Commitment to Diversity, Equity and Inclusion

Our strength is in our people and, in turn, their diversity.

We seek to cultivate an inclusive culture that fosters growth, collaboration and acceptance. We celebrate our employees’ diverse voices and perspectives and know that when our employees feel empowered to bring their full, authentic selves to work, we are all better for it.

Leadership & Organizational Culture

Leaders play an integral role when it comes to shaping an organization’s culture. Our leaders advocate for the firm’s commitment to diversity, equity and inclusion (DE&I), sending a strong signal to our team and our community that it is beneficial to embrace voices and perspectives different from your own.

Hiring Pathways

We want our team to be reflective of the diversity in our society because we recognize the value of those diverse voices and perspectives. We recognize the systemic barriers within the financial services industry that prevent full participation from historically underrepresented groups, and we work to be proactive in identifying and implementing strategies that reduce biases and promote a diverse pool of applicants through all stages of the hiring process.

Retention, Development & Advancement

While recruitment is often the focus of diversity initiatives, it does not tell the full story of whether all employees feel valued and empowered. By evaluating things like whether career advancement opportunities are being offered equitably across different groups or whether certain groups are leaving the firm at higher rates, we continually assess potential barriers to full participation and the inclusivity of our firm and our culture.

Network of Support

With DE&I efforts gaining traction with organizations across various industries, we use our influence and share best practices with others to help accelerate and sustain change. By building and developing these networks of support, we can help further inclusion efforts even outside our walls.

Holistic Integration

DE&I is integral to our core business strategy and our focus on creating shared value across all of our stakeholder groups. DE&I principles are incorporated across our investment management practices, fiduciary services, client service offering and internal operations.

Creating Value Beyond Our Walls

We understand that how we do business matters, not just to our clients, but to our team, our investment managers and suppliers, the environment, and the communities where we live and work.

We follow a model we call Creating Shared Value, which means that we consider all stakeholders — clients, employees, suppliers, owners, communities and the environment – when making decisions about how we operate. Because we succeed together.

Our team at a glance:

180+ people across 13 states, 60% women, 35% BIPOC

*data as of 12/1/23

Sign up for

Receive timely, relevant insights on investments, wealth planning, taxes and trusts from the specialists at LNW. Navigator will appear in your inbox quarterly.