LHF Wealth Management Group

Your Goals and Dreams, Our Guidance

The LHF Wealth Management Group of Wells Fargo Advisors



                  

Committed to Personalized and Proactive Approach Dedicated to your Success



  •          Comprehensive Wealth & Investment Management
  •          Customized Portfolios & Financial Plans for each client to fit their specific needs
  •          Multi-generational Wealth Planning


The LHF Wealth Management Group of Wells Fargo Advisors holds over 120 years of combined experience in all aspects of Financial Services.  Helping our client achieve their long-term investment goals through strategic and ethical planning solutions, well diversified investing and risk management is our priority.   We pride ourselves in being able to provide world class service to our clients.  Our goal is to build long lasting relationships with our clients and their families in order to help them reach their goals and dreams.

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Phone
858.248.8822
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2023 Outlook: Recession, Recovery, and Rebound

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News and Insights

Effects of Inflation

Are you saving for retirement? For your children’s education? For any other long-term goal? If so, you’ll want to know how inflation can impact your

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Estate Planning

By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and

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Living Trusts

Living trusts enable you to control the distribution of your estate, and certain trusts may enable you to reduce or avoid many of the taxes

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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, GA, HI, ID, MD, MI, MT, NE, NJ, NM, NV, OK, OR, TX, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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