Prudent Guidance Gives You Time to Prepare For Your Financial Future

Welcome! 

Lampe & Son Wealth Management is an independent, financial advisory firm. 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

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

Newsletters

Life Lessons

Research shows that most people who own life insurance may not have adequate coverage. The real problem is that many of these people may not find out that they lack the proper coverage until it's too late.

Will Going Green Grow Green?

About one out of every nine dollars under professional management in the United States is already invested according to socially screened criteria. There are several key questions to ask yourself when considering how this rising tide could affect your portfolio.

A Simple Conversion

It has never been easier to convert all or part of an employer-sponsored retirement plan to a Roth IRA.

Managing Volatility with a Bond Ladder

One way to help manage interest-rate risk and cash flow from bonds is to construct a bond ladder.

More Newsletters →