We remove complexity, bring clarity, and act as your trusted financial adviser at the intersection of your money and your life.
You’ve worked hard for your wealth. But true wealth isn’t how much you have in the bank. It’s being able to live the life you and your family aspire to, now and forever. Together we will work to discover what true wealth means to you. We will help you translate those dreams into reality.
You’re an expert in your field, so you don’t need to be an expert in finance. Your personal financial planning team will take care of every aspect of your money from financial planning to investing to guidance and much more. We’ll take the hard work off your hands so that you can live life without financial worries.
We are Lugwise Invest Asset Management, an award-winning independent financial advice and planning firm. At our offices, highly personal service meets leading financial planning technology. We believe in building long-term relationships with our clients and their families.Our clients are known by name, not by number.
Our relationship with Lugiwse Invest has been less about finance and more to do with discussing and planning for the moments that, in the old days, would have featured in the family photo album. Their financial expertise is exemplary but what makes the difference is their acute emotional intelligence.
We really loved Lugwise’s holistic approach to financial planning. Not only have they done an amazing job putting our financial affairs in order and saving us lots in fees, but they have also reinvigorated our lives. We have a newfound passion for growth and change which would not have possible without their help.