About - LW Advisors

About Us

LW Advisors is an independent wealth management and advisory boutique providing financial planning and investment services for individuals and businesses.

https://livweladvisors.com/wp-content/themes/livwel/css/fonts/svg/ecommerce_diamond.svg

Philosophy

We believe a comprehensive financial plan and well-managed investment strategy provides confidence, clarity and ultimately contributes to one’s well-being.

https://livweladvisors.com/wp-content/themes/livwel/css/fonts/svg/basic_anchor.svg

Services

Financial Planning
Investment Advisory
Portfolio Management

https://livweladvisors.com/wp-content/themes/livwel/css/fonts/svg/basic_compass.svg

Clients

Our clients are experienced investors, individuals and business owners who wish to have an objective advisory team dedicated to helping them meet their financial goals.

We can help you with

Wealth Accumulation

401(K) Rollovers
Traditional & Roth IRAs
Business Solutions: Simple IRA, SEP, 401(k), 403b

Retirement Income Planning

Asset Allocation Analysis
Social Security Analysis
Investment Evaluation & Portfolio Management

Wealth Management

Taxation Evaluation & Minimization
Estate Planning
Charitable Giving

Risk Management

Life Insurance & Insurance Coordination
Disability Insurance
Long Term Care Planning

Our Services

Helping you enjoy the ride.

Financial Planning

Creating and managing your financial plan provides the confidence and clarity for meeting your goals.

Investment Management

We go beyond traditional asset allocation models to seek out diversification* and opportunity

*Diversification and asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment loss.

Your personal financial advisors.

With over twenty-five years’ of professional experience in financial planning and investment management our expertise is highly valued.

Read about us

David Cunningham, CFP®

Founder and CEO

“

Am I on track to meet my goals?

“

To who, how and when will I sell my business? Is it worth anything?

“

Am I paying too much in taxes?

“

Are my investments performing the way they should?

“

How am I going to pay for college?

“

I’d like to pass my estate to my kids and community.

Not sure where to start? Contact Us Today

Disclosure

All written content on this site is for information purposes only. Opinions expressed herein are solely those of LW Advisors and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation.

Investment advisory services offered through LW Advisors, a Registered Investment Advisor in the state of Iowa.

The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Iowa or where otherwise legally permitted.

Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. LW Advisors is not engaged in the practice of law.

LW Advisors is not affiliated with Nasdaq Dorsey Wright (NDW). NDW’s relative strength strategy is not a guarantee. There may be times when all assets are unfavorable and depreciate in value. There are risks with all investments, which may make such investments unsuitable for certain clients. These include, for example: economic, political, currency exchange, rate fluctuations, and limited availability of information on international securities. LW Advisors is not affiliated with emoney or Blueleaf reporting and does not guarantee the accuracy of their reporting. Always consult your statements from TD Ameritrade.

Firm Disclosures