Levitt Betzelberger Weinrich, Inc. (LBW) provides wealth management services for individuals and families, small businesses and medical groups.

A Different Kind of Money Manager

Most money managers focus almost exclusively on high dollar accounts. At LBW, we believe money management is not just for the wealthy. Our advantage: We provide the financial services and sophistication of a large money management firm with the personal attention, fast response and affordable rates only a locally owned firm can deliver.

What LBW Has to Offer

Outstanding Professional Expertise

When you hire our firm to manage your investments, you get peace of mind, knowing that LBW's money managers have more than 100 years of combined professional investment experience. Together, we have successfully managed well in excess of $1 billion in portfolio assets.

A Commitment to Capital Preservation

LBW has built its reputation on capital preservation. Our goal is always to maximize the growth of your investments with a minimum of risk to your principal. This approach has allowed us to consistently beat the market over the long term.

A Financial Partner You Can Trust

LBW offers much more than money management services. We offer a long-term relationship as your trusted investment advisor -- a partner who is dedicated to helping you achieve your unique financial goals during every stage of your life .

Extraordinary Personal Service

LBW money managers are accessible to you. Whether you want to discuss your portfolio or some other aspect of your finances, we are available for no-cost phone consultations or face-to-face meetings.

Our Track Record

LBW has significantly outperformed the S&P 500 over a very volatile period.

Our Priority: Your Financial Success

Simply put, LBW succeeds only when you succeed. Let us help you achieve your financial goals. Contact us today for a complimentary initial consultation.