Private Wealth
Management
Comprehensive planning
to achieve your financial goals
Outcome-based wealth planning
Your unique vision, expressed as a personal strategic plan for your wealth
Your financial life has a huge number of inter-related facets. Together, you and your team synthesize it into a single unified view.
In the process, we help you clarify the precise outcomes you want to create. We encourage you to dream big, optimizing your assets in support of your vision for your life.
Your custom wealth management plan incorporates your career or business plans and trajectory, your goals for your family, including education, your retirement, your legacy, philanthropy, your values, and much more.
Everything in your plan is calculated with your ultimate objectives in mind, as well as the all-important tax considerations. Your plan is dynamic. As your circumstances evolve, your plan evolves, too.
Learn more about these dimensions of LNW wealth management
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Let’s discuss the possibilities
We’d love to dig deeper into what you’re looking for and discuss how our team could partner with you.
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Wealth Management Q&A
Financial planning often focuses on specific goals, such as retirement or education funding. Wealth management takes a broader approach by coordinating investments, tax strategies, estate planning, trust services, and other aspects of your financial life into one comprehensive plan.
LNW works with high-net-worth individuals, families, business owners, and corporate executives who have complex financial needs. If you’re navigating a major life event, managing significant wealth, or planning for future generations, we’d welcome the opportunity to talk.
Our wealth management services may include:
Wealth Planning – Retirement, education, charitable giving, and cash flow planning
Investment Management – Portfolio construction, manager selection, and tax-aware investing
Tax Planning – Strategies designed to improve after-tax outcomes
Estate & Legacy Planning – Wealth transfer and multigenerational planning
Trust Services – Trust administration and beneficiary support
Business & Executive Planning – Equity compensation, liquidity events, and succession planning
We tailor our services to your goals, circumstances, and the complexity of your financial life.
Founded in 1967 to serve the Laird and Norton families, LNW brings decades of experience helping families preserve, grow, and transfer wealth across generations. We combine investment management, wealth planning, and trust services in a coordinated approach designed around your goals.
Yes. As an SEC-registered investment adviser and provider of state-chartered trust services, we are committed to acting in our clients’ best interests.
Yes. Tax and estate planning are core components of our wealth management approach. We help clients evaluate strategies to manage taxes, transfer wealth efficiently, and support their long-term goals.
Absolutely. We regularly collaborate with our clients’ CPAs, attorneys, and other advisors to help ensure all aspects of a financial plan work together effectively.
We take a comprehensive view of your financial life and build diversified, tax-aware strategies designed to support your goals through changing market conditions.
Your investment strategy should support your goals, values, and long-term vision. We combine disciplined portfolio management with tax-aware investing to help align your wealth with what matters most to you.
We incorporate RMDs into your broader retirement and tax strategy, helping you meet distribution requirements while supporting your income and legacy goals.
We evaluate Social Security as part of your overall retirement plan, helping you understand how different claiming strategies may affect your income, taxes, and long-term goals.
Transparency is an important part of our fiduciary responsibility. LNW is a fee-only firm, meaning we are compensated directly by our clients and do not receive commissions for investment products. We clearly explain our fees and services so you understand exactly what is included.
