LBW Wealth Management Financial Planner


LBW Wealth Management was added to the HomeHub directory in February 2021, based on their inclusion on the preferred vendor list from Leslie The Realtor. LBW Wealth Management primarily works in the Financial Planner category, but may offer other services as well – please contact them directly for more details. The company can be reached at (608) 286-1322 or here:

Daniel J. Weiss, LBW Wealth Management is an independent fee-only* Registered Investment Advisor (RIA) located in Madison, WI emphasizing financial planning, estate planning, and value-based investment management. Our goal is to transform wealth management. We want to change the perception of wealth management by providing an unparalleled level of service while placing our clients’ interests first., (from Yelp)

Recommended By

Add Review

Leave a Reply

Your email address will not be published. Required fields are marked *

Quality of Work