On The Cover..... David Antonucci, CFP; Francesca Maiolo, CFP, CIM, FSCI; and Gianni Leonet t i , CLU, CHS, RFC ( left to right)
At LM Private Wealth, we are fully equipped to be a central point of contact for your family’s wealth and financial affairs because we, too, are a family. Our team is dedicated to ensuring all aspects of your financial plan, from managing, preserving, and passing on wealth to future generations, are handled with the utmost care. Our team represents a diverse range of professional credentials and affiliations ensuring that you have access to the best advice.
At LM Private Wealth, we are fully equipped to be a central point of contact for your family’s wealth and financial affairs because we, too, are a family. Our team is dedicated to ensuring all aspects of your financial plan, from managing, preserving, and passing on wealth to future generations, are handled with the utmost care. Our team represents a diverse range of professional credentials and affiliations ensuring that you have access to the best advice.
We are committed to providing unbiased, fully transparent guidance to you and your family by putting your best interest at the forefront. You can take comfort in knowing that your best interests are our only motivation, and having a fiduciary commitment is vital to establishing your trust. You can be completely certain that any products and services we recommend are based entirely on your needs.
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