A complete list of active advisors currently associated with Lamberson Knight Wealth Management LLC

Warmer can help you find a great advisor at Lamberson Knight Wealth Management LLC or one who fits your needs even better.

Lamberson Knight Wealth Management provides personalized investment management and advisory services to individuals, high‑net‑worth clients, charities, pension and profit‑sharing plans, and business entities, generally working with accounts that meet a stated $25,000 minimum (which the firm may waive). The firm offers a complimentary initial consultation and ongoing portfolio management, and clients receive account statements from custodians at least quarterly. The adviser builds customized portfolios beginning with strategic asset allocation and employing a tactical asset‑allocation overlay, using model strategies described as growth, balanced, conservative and income and investing across equities, fixed income, mutual funds, ETFs and alternative investments with a generally long‑term investment horizon. Services are provided on a non‑discretionary basis: the firm makes recommendations and rebalances according to client risk profiles but requires client approval before placing trades, with at least annual reviews and additional reviews triggered by market or client events. Two features that distinguish the firm from many independent peers are its affiliation with insurance activities and its predominantly non‑discretionary asset management: the brochure discloses that associates may act as independent insurance agents and receive commissions for annuities, life and health products (a conflict the firm discloses and says it mitigates through disclosure and fiduciary duties), and as of the brochure date the firm reported managing approximately $7.7 million in client assets on a non‑discretionary basis. The combination of a tactical, model‑based investment approach together with retained client trade approval and coordinated insurance recommendations may be relevant for clients who want to control trade decisions while integrating insurance solutions.

To learn more about the advisors currently working at Lamberson Knight Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.