Business Details
50+ Years
experience
Your Trusted Partner for Wealth Management
LNW delivers personalized wealth management and trust services rooted in deep client relationships. Our team of specialists works closely with families and individuals to transform financial visions into actionable realities. With expertise in tax strategies, estate planning, and investment management, we provide comprehensive solutions tailored to complex financial lives. Since 1967, we have prioritized client needs, combining professional excellence with a commitment to values-driven planning. Our approach integrates wealth, trust, and investment services to align resources with personal goals, ensuring long-term legacy preservation and growth. 
Services
Wealth Management
Tax Strategies
Estate Planning
Investment Management
Trust Services
Details
- Year established: 1967
Highlights and features
- We offer 50+ years of experience in multigenerational wealth planning
- Our team includes 37 CFPs, 10 CFAs, and specialists in trust services
- We integrate tax, estate, and investment strategies into unified plans
- Our proprietary impact investing platform aligns values with financial goals
- We function as a central hub coordinating clients' legal and accounting teams
What people say
Exceptional expertise
Personalized attention
Proactive planning
Knowledgeable team
Long-term focus
Services
Wealth Management
Our wealth management services create unified financial strategies tailored to high-net-worth individuals. We synthesize investment management, tax planning, and estate strategies into personalized roadmaps. With a focus on multigenerational wealth transfer, we help clients align financial resources with personal values while optimizing tax efficiency across their lifetime.
Tax Strategies
LNW's tax specialists develop comprehensive strategies to minimize tax exposure across all wealth dimensions. We analyze income, capital gains, and estate tax implications while coordinating with clients' CPAs. Our approach integrates tax-efficient investment management with strategic asset location and trust planning to maximize after-tax returns over time.
Estate Planning
Our estate planning services focus on preserving wealth across generations through customized trust structures. We create contingency plans, establish irrevocable trusts, and implement gifting strategies while considering evolving tax regulations. The process includes diagramming asset flows and coordinating legal documentation to ensure seamless wealth transfer aligned with clients' values.
Investment Management
LNW provides personalized investment management with strategic asset allocation across public and private markets. Our endowment-style approach combines traditional investments with alternative assets like private equity and real estate. The team conducts rigorous manager selection while offering impact investing options that align financial objectives with social responsibility goals.
Trust Services
Our trust services support complex wealth transfer needs through customized fiduciary solutions. We administer various trust structures while providing ongoing management of trust assets. Services include trustee representation, asset management within trusts, and coordination with estate attorneys to ensure proper titling and compliance with evolving regulations.
People
Ronald G. Albahary
Chief Investment Officer
CFA charterholder with decades of experience managing institutional portfolios. Leads investment strategy development and manager selection while overseeing private market opportunities. Specializes in constructing diversified portfolios aligned with long-term wealth preservation goals.
Kristen Bauer
Chief Executive Officer
CPA with extensive financial services leadership experience. Oversees firm operations and strategic direction while maintaining client relationships. Focuses on delivering comprehensive wealth management solutions through integrated service offerings across tax, estate, and investment disciplines.
John Goodwin
Vice Chair & Chief Legacy Strategist
JD with specialized expertise in estate planning and legacy development. Advises on complex wealth transfer mechanisms and trust structures. Helps clients create enduring legacies through strategic philanthropy and multigenerational planning frameworks.
Justina Lai
Chief Impact Officer
Pioneers ESG integration across investment portfolios and develops customized impact strategies. Combines financial analysis with sustainability metrics to create portfolios that generate measurable social benefits alongside competitive returns for socially conscious investors.
David Nolte
Senior Operations Specialist
Manages operational infrastructure supporting client services. Coordinates cross-functional teams to ensure seamless implementation of wealth plans. Focuses on process optimization and quality control for investment management and reporting systems.
Questions
How does LNW approach wealth management differently?
We integrate tax, investment, and estate planning into unified strategies while serving as a central coordinator for clients' professional teams.
What tax optimization strategies do you offer?
We implement tax-loss harvesting, strategic asset location, and trust structures while continuously monitoring regulatory changes to maximize after-tax returns.
Can you help with multigenerational wealth transfer?
Yes, we specialize in creating customized trust structures and gifting strategies to preserve wealth across generations while minimizing tax exposure.
Do you offer impact investing options?
Our industry-leading impact investing platform offers opportunities across asset classes that align financial goals with environmental and social values.
How are investment decisions made?
Decisions combine rigorous manager research with client-specific goals, balancing traditional and alternative investments for diversified, risk-appropriate portfolios.
What estate planning services do you provide?
We create comprehensive plans using wills, trusts, and gifting strategies while coordinating with legal advisors to ensure proper asset titling and tax efficiency.
