LCR Wealth Management Financial Freedom Through Integrity
Trusted. Committed. Compliant.
Who is LCR Wealth?
LCR Wealth Management is a Registered Investment Advisor (RIA) based in Westport, Connecticut. We offer truly independent and personalized advice to successful families who want to know their interests come first.
Finding investment advice that you can trust is a challenge for both domestic and international investors. LCR Wealth was created to give LCR Capital clients access to high quality advisors with over 25 years of experience managing the wealth of high-net-worth and ultra-high-net-worth client families. As an independent RIA, LCR Wealth offers advice on most aspects of a client’s financial wellbeing: from investments to retirement planning and insurance.
What is LCR Wealth’s Strategy?
Listen
Create a plan tailored to your individual financial goals.
Evaluate
Look at the fees and motivations underlying the investments.
Collaborate
Work together to think through the pros and cons of different choices.
Manage
Technology monitors your investments in real time, all the time.
We focus our efforts on creating long-term, risk-adjusted, and tax-aware asset allocations. This allows LCR Wealth to avoid the pitfalls of trying to time markets. Instead, we focus on creating the best outcomes for our investors in all market environments. Our diversified portfolios are custom built to match each client’s risk tolerance and investment goals, while keeping shorter-term needs front of mind. Each client is unique. Our advisors at LCR Wealth spend the time to get to know you and your family, so that we can give you the investment advice best suited to your family’s unique situation.
Why is Asset Allocation Important?
LCR Wealth Management is a Registered Investment Advisor (RIA) based in Westport, Connecticut. We offer truly independent and personalized advice to successful families who want to know their interests come first.
Finding investment advice that you can trust is a challenge for both domestic and international investors. LCR Wealth was created to give LCR Capital clients access to high quality advisors with over 25 years of experience managing the wealth of high-net-worth and ultra-high-net-worth client families. As an independent RIA, LCR Wealth offers advice on most aspects of a client’s financial wellbeing: from investments to retirement planning and insurance.
Visit LCR Wealth to Learn More.
Benefits of Choosing an RIA
LCR Wealth Management (RIA)
Fiduciary Standard
Asset Under Management (AUM) Fee
Trusted Advice
Transparency
Series 65 License
Broker - Dealer
Suitability Standard
Commission-Based Fee
Transactions
Disclosure
Series 7 License
Our structure aligns the incentives of our team with the incentives of each client: to grow client assets steadily and efficiently in line with the client’s personal investor profile. Each quarter the client will get a report showing their gross returns as well as their returns net of fees for full transparency in cost and performance.