LCR Wealth: The Trusted Way to Invest

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

Meet Our Leadership

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

ilka-komatsu
mike-wehrli

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.

Your Wealth Wellbeing TM

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.

Click on the items to learn more

How we engage with our Clients

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.

A video about our approach

Our Proven Process

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.

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.

Ready to engage?

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