I am the President and founder of Loveless Wealth Management, LLC which manages assets for individuals, companies, trusts and charitable institutions. I was born in 1957 and received a Bachelors degree in Business Finance [and Economics/Political Science] from the University of Montana at Missoula, Montana in 1981.
I hold the Chartered Financial Analyst designation and am a CERTIFIED FINANCIAL PLANNER practitioner. I have worked for various firms in the financial services industry since 1983. I live in Billings, Montana with my wife and like to fly, ride my motorcycle, travel, and read in my off time. I have been working in the wealth management industry since 1999, and enjoy being able to connect with the clients to help them realize their financial goals.
I hold the Chartered Financial Analyst designation and am a CERTIFIED FINANCIAL PLANNER practitioner. I have worked for various firms in the financial services industry since 1983. I live in Billings, Montana with my wife and like to fly, ride my motorcycle, travel, and read in my off time. I have been working in the wealth management industry since 1999, and enjoy being able to connect with the clients to help them realize their financial goals.
Services
Our Comprehensive Financial Planning process starts by examining our client's current assets, liabilities and income situation along with expectations about the level and pattern of future spending. For some, income and spending will be changing due to expected future big-ticket purchases and changing sources of income.
Loveless Wealth Management LLC (LWM) offers a thoughtful and detailed process with a long-term focus resulting in a plan to help achieve your goals. We will act as your trusted fiduciary so you can have confidence in your financial life without having to manage the burden alone. What are your goals for the future?
Each client relationship is unique, typically involving on-going investment management and/or comprehensive financial planning. This relationship is designed to assist our clients in generating income, increasing the value of their assets, providing for retirement, minimizing income and estate tax liability and dealing with issues of risk protection and management.
We are compensated for managing investment portfolios based upon a percentage of the market value of assets managed. Fees may be negotiable. Clients will authorize fees to be deducted from their accounts. Fees are payable quarterly (1/4 of annual rate) and based on the market value of the portfolio at the end of the quarter.
Loveless Wealth Management LLC does not maintain custody of your assets. Your assets must be maintained in an account at a "qualified custodian", generally a broker-dealer or bank. When requested to do so by a client or prospective client, we will recommend our clients use Charles Schwab & Co., Inc. (Schwab), a registered broker-dealer, member SIPC, as the qualified custodian.
Reviews
Be the first to review Independent Investors.
Write a Review