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.
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.
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.