About Us

David G. Lampe, CLU

President

 

In 1988, David founded a financial planning firm, Lampe Financial Group.   Since then, he has offered “Total Solutions” for his clients in comprehensive financial planning.   

LAMPE & SON WEALTH MANAGEMENT

 

 

 

 

 

 

 

 

 

 

 

Our Philosophy

Our most imperative mission is to offer our clients is simply peace of mind and financial security throughout their lifetime and into future generations.

Our clients must set their own goals and objectives. It is our responsibility to assist them in defining, quantifying, and prioritizing their goals.

We believe are clients should receive comprehensive, professional, and tailor specific financial planning advice.

 

Our Investment Philosophy

The greatest way for our clients to achieve their objectives is to plan with diligence, execute and monitor an investment plan based on their unique risk tolerance and investment goals.

The best investment plan is one based on an intelligently and professionally diversified portfolio.

Our clients’ financial goals can only be funded by returns net of taxes and expenses, hence, we consider the management of these costs a priority.

We utilize the most advanced investment research and technology available.

By utilizing the most effective management available; including individual stocks & bonds, mutual funds, index funds, REITS, annuities, and exchange traded funds.

In monitoring, reporting, and advising on a client’s entire portfolio, not just the investments under LFG’s direct control.

 

Our Mission

Our mission is to continually provide our clients with comprehensive "Total Solutions" to their financial and related personal needs.

We assist our clients in obtaining quality services and products and provide them with an exceptional experience in their relationship with us.

We maintain a fiduciary relationship with our clients and make decisions concerning them based on their best interests.

In achieving our mission, we conduct our business with the following responsibilities in mind: taking care of client’s needs by aligning with other professionals to provide the best possible service.

Please feel free to contact us via e-mail with any questions about our services.

Expert…

David G. Lampe, CLU, has nearly thirty years of experience in the financial planning industry.  He is a graduate of the University of Minnesota.  In addition to being a licensed broker, David Lampe studied at The American College, the oldest provider of financial services education. 

 

Educator…

As a life learner, David values education as he is an Adjunct Professor at Cy-Fair College.  He teaches courses in financial planning for adults who seek unbiased and straight forward lessons in financial planning.

 

Industry Pioneer…

David continually consults with and learns from other qualified professionals in the complex aspects of financial planning such as estate planning, risk management, tax planning and various other financial planning topics. 

 

Values…

David married his wife, Charlotte; she is a community leader and an interior decorator.  He has two children and loves to travel and spend quality time with his family and friends.  He is also active in his community and church.

Adam R. Lampe

Financial Planner

 

 

Education and Recognition…

He graduated cum laude from Texas Tech University with a Bachelors of Science in Personal Financial Planning.  The Personal Financial Planning program at Texas Tech University is recognized as one of the most influential programs in the profession by Financial Planning Magazine.  Adam was also the recipient of the American Express Financial Advisor Scholarship.

Studies…

Adam is currently working towards obtaining his CFP® designation and as well the other security licenses.

Net-worker and Financial Counselor…

In addition to his studies, Adam was an active member of the Financial Planning Association (FPA) and volunteered as a Peer Educator for Red to Black, Texas Tech's financial counseling center.  He was also recognized as one of the Who's Who Among Students in American Universities. 

Values…

Adam enjoys spending quality time with his family and friends, likes to travel, and is fond of the outdoors.   He has been active in his church and the community with organizations such as Habitat for Humanity, Relay for Life, and the U Can Share Food Drive.

 

 

Adam is a Financial Planner for Lampe & Son Wealth Management. Most recently, Adam’s focus was in creating comprehensive financial plans for executives, business owners, retirees, and professionals as a planner with a large Houston-based firm.