Lamberson Knight Wealth Management is an Independent Registered Investment Advisory firm whose advisors have over thirty five years of experience dedicated to helping our institutional and private clients in their search for financial solutions. Our commitment and goal is to deliver honest, holistic, and innovative strategies that help our clients build, preserve and manage their wealth.
As an independent advisor we have no proprietary products which allows our financial solutions to be free from conflicts of interest. This could occur if financial institutions recommend or sell their proprietary products or have excessive production goals that enriches them at your expense.
As an independent advisor we have no proprietary products which allows our financial solutions to be free from conflicts of interest. This could occur if financial institutions recommend or sell their proprietary products or have excessive production goals that enriches them at your expense.
Services
One of the most significant aspects of the Lamberson Knight managed portfolio, research and selection process is that it combines the benefits of asset allocation with a personal investment strategy individually tailored to meet your needs, rather than an impersonal multi-client, programed asset allocation model used by many wire houses, banks and other financial institutions.
Meet with you, get to know you, and discuss all aspects of your financial situation and future goals. We will provide perspective on how we will to help you and manage your wealth. Analyze your financial portfolio to identify deficiencies and opportunities to help move you toward your financial goals.
Annuities can play a very impactful role in a client portfolio. The annuity contracts we offer are issued by only the top-rated insurance companies; many have guarantee of principle, all are taxed deferred, have a degree of liquidity, pass through to beneficiaries without probate and can generate lifetime income.
At Lamberson Knight Wealth Management we are guided by a set of core principles firmly in line with the purpose of 401k plans. Whether you are a small business looking to start up a new 401k plan or a large business exploring other options, we are centered on helping your participants achieve financial security and realize the retirement they promised themselves.
We are a constantly growing company, please reach out to learn more about career opportunities and positions available. OPEN: Financial Advisor- Series 65/66- existing book of business- extremely high payout- Other potential benefits. We actively seek mutually beneficial partnerships with industry professionals around the world.
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