A complete list of active advisors currently associated with LSB Wealth Management

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

LSB Capital Management, Inc. is a registered investment adviser that provides discretionary asset management, financial planning and sub‑advisory services to a range of clients including individuals (including high‑net‑worth clients), retirement and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other financial institutions. The firm also offers wrap‑fee programs and delivers advisory services both directly to clients and as a sub‑adviser for other entities. The firm emphasizes personalized, long‑term portfolio management with ongoing monitoring and quarterly reporting, generally favoring a buy‑and‑hold posture while making trades as warranted by client objectives. Implementation can include mutual funds, stocks, bonds, ETFs and warrants, and LSB Capital uses third‑party managers and model/SMA platforms (including LPL’s Manager Access Select, GWP, PWP and MWP programs) to construct and manage client portfolios. LSB Capital is a wholly owned subsidiary of Lincoln Savings Bank and discloses dual employees and sub‑advisory relationships with banks and trust companies, including services to banking or thrift institution clients and supervisory controls overseen by a designated Chief Compliance Officer. The firm’s role as a wrap‑fee program sponsor, its participation in multiple LPL‑sponsored advisory platforms, and a multi‑office footprint (seven offices) distinguish it from many peers in the team‑advisor category.

To learn more about the advisors currently working at LSB Wealth Management, 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.