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Never Be Sold. Ever.

Did you know that typical ‘advisors’ and ‘brokers’ make their money on product sales like insurance, mutual funds, kickbacks, front-end loads or back-end loads, and more? Not us.

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Enjoy Next Level Service.

Tired of companies that pay lip service to putting the “client first?”  At LGA we work hard to understand your specific needs and desires, and then to deliver service in your love language, not ours.

Whether you are just starting out with our spend and visibility tools, or you are an accredited client deciding between two different private equity investments, our friendly team empowers you to make decisions and to works hard to help you achieve results.

Free Wealth Management Dashboard

Track all your accounts in one place – even real estate, businesses, and insurance.  Monitor cash flow and store important docs in the vault, all secured in your pocket.

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Business
Travel
House
Kids
Gear
Retire

Handcrafted Lifestyle Plans.

You won’t be cutting a latte a day or adding water to your shampoo. We’ll build you a lifestyle plan that allows you to spend extravagantly on what you love while still hitting all your goals. Drop the mic, the crowd goes wild.

Portfolios To Build Your Wealth

We built a world-class strategy in house, leveraging time-tested methods from the greatest investors as well as behavioral science – so you’ll have access to uncommon strategies proven to build game-changing wealth.

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US Equities Actual vs. Target 65%
Int’l Equities Actual vs. Target 50%
Fixed Income Actual vs. Target 40%
Real Assets Actual vs. Target 90%
Alternatives Actual vs. Target 100%

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A Portfolio You’ll Stick With.

Ever wonder why there are so few winners in the markets?  The key factor isn’t risk tolerance, it’s selecting a strategy you will actually stick to. Rather than promoting the idea du jour, we help clients choose portfolios and strategies with our proprietary behavioral assessments.  Whether you are best suited for comparison-based strategies, absolute-based strategies, or income-producing private strategies, the net result is reduced stress and higher returns.

Choose Your Own Adventure

OWNERS

PROFESSIONALS

FAMILIES

DENTISTS

Join Our Community Of Clients

Hundreds of people all across the nation are signing up to be part of the LotusGroup revolution.

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Bill Arellanes

Administrator
Imperial Crest Healthcare

Clint Gehde

Owner/Coach
e3 Fitness

Erika Boyd

Sales Manager
Owens Corning

Dia Draper

CEO/Founder
Workplace Evolved

Lou Chiorazzi

Vice President
UCC

Savinay Chandrasekhar

Founder
FocusEDesign

Jennifer Eiteljorg

Partner/Attorney
BFHS

Dr. Anil Idiculla

Owner/Orthodontist
iOrthodontics

Cristen Carvis

Director, Software Engineering
CBS Interactive

Taber Gonzales

Senior Financial Analyst
WMC Mortgage

Dana Bowler

Live Online Learning Manager
Interaction Associates

Kenneth Boyd

Deputy District Attorney
Denver District Attorney’s Office

Dina Apostolou

Director, Integrated Marketing
Microsoft

Dr. Chris Halper

Owner/Dentist
North Georgia Pediatric Dentistry

Nicole Collins

Brand Partnership Manager
ipsy

Melissa Holmes

Medical Sales Rep
Organogenesis
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