WHO WE SERVE
LWM only seeks clients whom we hope and expect to remain clients forever.
While often stated in terms of achieving clients' personal financial goals, our fundamental objective is always to enhance the quality of our clients' lives. The satisfaction, peace of mind, even the freedom they enjoy as a result of our assisting them and their families is always most important.
To ensure that we remain able to best serve our clients, we observe certain minimum thresholds for client and business relationships. Our clients typically enjoy household incomes of $100,000 or more and have investment portfolios of $500,000 or more. Under some circumstances, we work with clients who do not yet meet these thresholds but who are on the path to reach them in the future.
Please see Cambridge's SEC filing, ADV, Part II for complete information regarding fees. A copy of the ADV, Part II is available on request.