Douglas J. Lambert, MBA, ChFC®
Holistic Wealth Management
Protection | Accumulation | Distribution
 
 
 
 
 
Services

 

 
Wealth Management and Retirement Planning
We design and help our clients implement a variety of accumulation and retirement income plans, offer insurance products, investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and have access to third-party wealth management programs. We offer a consistent process to ensure management of investment assets according to your risk tolerances and investment goals. We then monitor your plan on a continual basis, and adjust and evolve as your needs change.
Estate and Legacy Planning
Through collaboration with you and your other advisors, we can assess the impact of state and federal taxes on your estate and suggest strategies designed to minimize those taxes, while meeting your personal philosophies and family needs.
 

Family Protection

We help you identify financial strategies and retirement income plans that can help you accumulate assets for the future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren.
 
Business Succession and Exit Planning
The business you worked hard to create may very well be your most valuable asset. We’ll help you find ways to protect that asset and ensure its viability well into the future.
 
Executive Benefits
Most businesses are successful due in large part to talented executives. Our team can help you design and implement a customized benefit package to help you retain and attract those employees who are critical to your bottom line.
 
Philanthropy
We can help you design and execute a charitable giving plan that can meet your personal and philanthropic goals while minimizing your tax burden.