Assisting Entire Families

At Lathrop Helmers Wealth Management, we work diligently to cultivate relationships with clients and the people they love. By understanding a family’s dynamics, personal issues, and shared objectives, we can provide highly effective wealth management that satisfies desired lifestyles and legacies.

To serve the best interests of clients and their families, we:

Try to speak with as many family members as possible (given the opportunity) – to appreciate the goals and concerns of all stakeholders.
Place a premium on educating spouses, grown children and elderly parents. We believe that clients should know what they own and why. They should also understand the strategy we’ve designed for them and their role in maintaining financial discipline.
Work with a limited number of clients – allowing us to dig deeper, speak frequently, and do more for individual family members.
Remind clients that we care about them and robots simply cannot. We pride ourselves on being sensitive and patient – and helping clients make sensible, unhurried steps in moving forward.

As our client, we expect you’ll discover our relentless consideration of the people and passions in your life. By rolling up our sleeves, opening our hearts, and communicating frequently with you, we can help you pass along wealth and wisdom – to future generations.