Prudent Guidance Gives You Time to Prepare For Your Financial Future

Welcome!

Lampe & Son Wealth Management has a mission to be the best wealth management partner a discriminating investor can work with in overseeing his or her financial future.  To this end we are committed to providing superior investment management.  Our investment philosophy is to preserve and enhance wealth over time.  This means taking into consideration all investment risks and opportunities as well as the erosion of inflation.  We are proud of the risk-adjusted performance we have delivered vs. indexed benchmarks and our peers.

Hear from our own words on what we do - Click Here For Short Video Message

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Albridge Wealth Reporting allows our clients easy online access to consolidated investment reports of their current holdings under our management and the accounts held outside our management such as a company 401(k) account.   For more details, go to www.albridge.com or click on the link below:

SAMPLE CLIENT REPORT

MISSION

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 many 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

Lease Interest

What's the interest rate on the lease you're considering?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Lease Payment

How much would your monthly lease payment be?

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Newsletters

Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

HOT TOPIC: New Rules Likely Making Credit Cards More Expensive

New rules designed to limit credit-card issuers from quietly raising interest rates and fees will undoubtedly help consumers become more aware of the terms and conditions on their credit cards. But the real news is that the Credit Card Accountability, Responsibility and Disclosure Act of 2009 (CARD) may actually be making credit cards more expensive to use.

What Does a Fed Chairman Do?

The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

Get Ready for Earnings Season

Earnings can provide a key to understanding the performance of an individual company and the behavior of the stock market in general.

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