LCR Wealth Management is a Registered Investment Advisor based in Westport, Connecticut. Registered investment advisors have a fiduciary responsibility to place their clients’ interests above their own. LCR Wealth has been set up to offer truly independent and personalized advice to successful families that want to know their interests come first.
Tom Garvey, President, LCR Wealth Management
• Investment Advisor Representative with 18 years experience at Goldman Sachs & United Capital
• 5 years experience with PriceWaterhouseCoopers as a
consultant evaluating financial services firms operating practices
• 5 years with GE Capital in corporate finance
Ilka Komatsu, Client Service Manager, LCR Wealth Management
• Investment Management, Rio Bravo Investimentos
• Private Wealth, Robertson Stephens and Bear Stearns
• Pontifícia Universidade Católica de São Paulo BA
Michael Wehrli, Senior Associate, LCR Wealth Management
• Series 65 License, Certifications from the Envestnet Institute and Datamaran.
• Intern at Nudge Capital
• Graduate Cum Laude of the Gabelli School of Business at Fordham University, with a B.S., in finance and a minor in economics.
As your wealth increases, you need to get extra peace-of-mind from knowing that you’re on the right path to keep it safe and growing to meet your specific needs. LCR Wealth provides you with the dedicated focus and information to achieve those goals.
Our mission is to make sure your interests are coming first. To start, we provide you with absolute transparency about our investment approach. Check how we differentiate ourselves from traditional asset managers through some of the most common questions and issues about being a Registered Independent Advisor.
Not all brokers or managers affiliated with large financial institutions offer self-interested financial advice, but the pressure is there. With higher asset values, the profit motive increases.
LCR Wealth Management was founded by people that believe seriously in this responsibility. There can be no conflicts of interest. Privacy matters. Transparency is expected.
LCR Wealth Management recognizes every client is an individual. We do not bring existing financial strategies or established templates because this causes a biased recommendation. We believe in listening to our client’s needs first and collaborating with them to find a plan that works. We then use leading edge technology tools to ensure the plan meets our expectations.
Great advice can only come from understanding the individual needs of each person and the people they support. Every client is different and a good partner takes the time to listen to each person’s story.
Create a plan tailored to your individual financial goals.
Look at the fees and motivations underlying the investments.
Work together to think through the pros and cons of different choices.
Technology monitors your investments in real time, all the time.
If you’re interested in partnering with us to experience the integrity and independence that we provide as Registered Independent Advisors, let us know how we can contact you to start a conversation.
LCR Wealth Management
315 Post Road West | Westport CT 06880
+1-203-780-2272