Wealth & 投资管理服务

我们一直在照顾纳什维尔一些最著名的公司, 我们为个人和家庭提供了超过30年的全面的行政级别服务. LBMC带来了部门之间的协调努力,这是传统公司或唯一的解决方案提供商无法做到的.

适用于家庭和高净值个人, we are uniquely qualified to handle even the most complex tax and wealth transfer issues including: tax planning and compliance; estate planning and wealth transfer strategies; estate and trust matters; philanthropic issues; executive compensation planning; and income and retirement planning. With LBMC, 您可以相信,明升体育app下载经验和个人服务将为您的目标和未来提供结果.

财富顾问和投资顾问领导

Link to Cindy Wealth & Investment Management

Cindy Harper

股东,实践领袖财富顾问

phone icon email icon Nashville
phone icon email icon Nashville
Link to Greg Wealth & Investment Management

Greg Herman

管理合伙人,投资顾问

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phone icon email icon Nashville
Link to Derek Wealth & Investment Management

Derek Bland

合伙人、投资顾问

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phone icon email icon Nashville