财富管理 & 投资顾问公司
We offer a comprehensive suite of executive level financial services to help you achieve your long-term financial goals. As trusted wealth advisors for more than 30 years, we specialize in serving high net worth individuals, 家庭, and 纳什维尔’s most prominent companies.
LBMC is committed to building long-term relationships with our clients. We bring a coordinated effort among departments that is not available through traditional firms or sole solution providers. We understand that everyone’s financial situation is unique, which is why our financial advisors will work with you to create a customized wealth management plan that suits your needs and goals.
For 家庭 and high net worth individuals, we are uniquely qualified to handle even the most complex tax and wealth transfer issues including:
- 税务筹划与合规
- estate planning and wealth transfer strategies
- 遗产及信托事宜
- 慈善问题
- 高管薪酬计划
- 收入及退休计划
与LBMC, you can have confidence that our experience and personal service deliver results focused on your goals and your future. If you’re looking for a wealth advisor who can help you achieve your financial goals, 看看LBMC就知道了. 联系 us today to learn more about our products and services.
LBMC投资顾问有限责任公司
LBMC投资顾问有限责任公司*, creates investment solutions by considering all the components that affect your financial well-being. 明升体育app下载独立, fee-only investment specialists provide financial peace of mind through coordinated investment and tax advice. Your investment success is encouraged by comprehensive counsel that keeps you moving forward. With the resources of the LBMC Family of Companies, we customize services to suit your needs, 并以最大的诚信去做, 保密, and personal attention for a relationship you can invest in.
*咨询 services offered through LBMC投资顾问有限责任公司; an Investment Adviser registered with the U.S. 证券 & 交易委员会.
个人所得税
税 & 个人财富规划 & 家庭
The LBMC财富顾问 team is comprised of experts in their fields with extensive experience in:
- 会计及税务服务
- 遗产及信托事宜
- 高管薪酬计划
- 慈善问题
每日资金经理
时间是你最宝贵的资源. We believe that paying bills and day to day money management shouldn’t distract from your busy calendar. LBMC Family Office will take on the worry and stress resulting from these day to day tasks, allowing your family the freedom to invest in quality time with one another.
每日资金经理
Paying bills and day to day money management shouldn’t distract from your busy calendar.
家族办公室服务
Trust LBMC Family Office to absorb the management of your day to day responsibilities. We have been taking care of 家庭 for 30 years. Let us take care of you and your family in the same way. LBMC Family Office team provides peace of mind and coordination for high-net worth households with complex financial commitments that require vast expertise in many facets.
特色博客文章
财富 Advisors and 投资顾问公司 Leadership
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连接
总部(田纳西州纳什维尔):
富兰克林道201号
布伦特伍德，田纳西州37027
邮寄地址:
P.O. 1869箱
布伦特伍德，田纳西州37024-1869
电话: 615-377-4600
办公时间: 8 am-5pm Monday-Friday
查塔努加,TN:
栗子街605号，1100室
查塔努加，田纳西州37450
423-756-6585
诺克斯维尔,TN:
湖滨中心路2095号
诺克斯维尔，田纳西州37922
865-691-9000
肯塔基州路易斯维尔市的:
西大街325号，1600室
路易斯维尔，肯塔基州40202
502-585-1600
夏洛特,NC:
阿科公司大道3700号，175室
夏洛特，北卡罗来纳州28273
704-846-6750
如果你是 not a client and are interested in more information on one of our service lines, complete the form below to have an LBMC sales team member contact you.