Lamberson Knight Wealth Management

Our Mission: Empowering Financial Wellbeing Through Personalized Wealth Management

At Lamberson Knight Wealth Management, we believe wealth management isn't just about managing investments. It's about understanding your unique aspirations, challenges, and goals to build a customized roadmap for financial success. With over 35 years of combined experience, our team of independent Registered Investment Advisors is dedicated to guiding individuals, families, and businesses towards financial clarity and security.

Why Choose Lamberson Knight Wealth Management?

• Holistic Approach: We go beyond investments to consider your entire financial life, including your financial goals, needs, and aspirations.
• Client-Focused: We prioritize understanding your individual situation before recommending personalized strategies.
• Independence: As an independent firm, we have no proprietary products or conflicts of interest, ensuring transparent and objective recommendations.
• Expertise: Our team has extensive experience in managing portfolios, retirement plans, and wealth preservation strategies.
• Personalized Communication: We maintain open and regular communication, providing regular updates and proactively addressing your concerns.

1. Managed Portfolios

• Customized portfolios of mutual funds and ETFs tailored to your risk tolerance, goals, and time horizon.
• Active management and regular review to ensure ongoing alignment with your evolving needs.

2. 401k Plans

• Comprehensive guidance on maximizing retirement plans and optimizing contributions.
• Assistance with rollovers, investment selection, and distribution strategies.

3. Portfolio Review & Consulting

• Review of your current investment portfolio and identification of potential improvements.
• Development of a customized plan to address specific financial goals and concerns.

4. Legacy Planning

• Guidance on estate planning, retirement income planning, and tax optimization strategies.

5. More

• Personalized financial planning for businesses and individuals.
• Investment research and analysis.
• Access to a secure online portal for convenient account management.

Our Approach

Our process starts with a deep understanding of your unique financial situation, goals, and concerns. We work collaboratively with you to develop a tailored plan that aligns with your aspirations and empowers you to achieve financial success.