Prudent Guidance Gives You Time to Prepare For Your Financial Future

Welcome!

Lampe & Son Wealth Management is an independent, financial advisory office. Unlike many other financial advisors, proprietary investment instruments are not used and there are no in-house company products.  This means the advice you receive is completely based on what's best for you.   We think it's the only arrangement that's fair to clients.

 We provide our clients the freedom to focus on what is most important to them. Simply put, our clients' time matters the most. Our clients desire freedom from:

  • Conflict of interest in the advice they receive.
  • The necessity to work in order to meet living expenses.
  • The fear of leaving their family without appropriate financial advisors.

As President of the firm, David Lampe, CLU is committed to building lifelong relationships with clients based on honesty, prompt service, and results.

David insists on using extensive research and technology available to identify and invest with money managers with proven track records of providing his clients with value. 

Mr. Lampe believes in making himself always available to clients and  having active communication is the reason why many clients have been with David for years.

Our Custodian Ranks #1 By Dalbar*

           Pershing is the industry's largest global business solutions provider with approximately $715.8 billion* in assets under administration. *As of March 31, 2009         

 

*http://www.pershing.com/about_us/awards.html
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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Newsletters

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

A New Way to Diversify

Exchange-traded funds are unique investments that resemble mutual funds in some ways and behave like stock in other ways.

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

Exchange-Traded Funds Can Be for Conservative Portfolios, Too

If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

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