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

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

LCR Wealth Management provides discretionary investment advisory and supervisory services to individuals, families, trusts, institutions and retirement plans, with a typical emphasis on high‑net‑worth individuals and families. The firm also offers pension consulting and a model portfolio program, and it manages portfolios using mutual funds, ETFs and private investments. LCRWM tailors portfolios by seeking broad diversification across equities, fixed income and alternatives, with an emphasis on long‑term holding, tax considerations and periodic oversight and rebalancing. The firm operates 100% equity model portfolios with stated minimums and semiannual or annual rebalancing, and it may select third‑party managers and different mutual fund share classes to align with client objectives. Distinctively, LCRWM serves as sponsor and investment manager of a venture capital pooled vehicle, Iron Pillar Fund II US Access, LP, and provides portfolio management for pooled vehicles and private funds, which it may recommend to advisory clients and that can create conflicts of interest. The firm is majority‑owned by an affiliate that connects global investors with EB‑5 opportunities, discloses the ability to employ derivatives, options, margin and short sales in client accounts, and limits portfolio management to a small number of sizable accounts.

To learn more about the advisors currently working at LCR 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.

Name	Location	Years of experience
Thomas Garvey	Westport, CT	23
John Maguire	Westport, CT	0
Michael Wehrli	Westport, CT	4

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