Scroll Top
Welcome to
Lipscomb WEalth

Planning and investment expertise to optimize your financial life

Schedule a Meeting
Your financial situation is unique, and so is our approach. We take the time to understand your goals, risk tolerance, and dreams, crafting a tailored plan that suits your individual needs. Your success is our priority.

our mission

Facilitating a pathway towards a thriving financial future by empowering clients to make educated decisions to achieve their goals.

our vision

Set the standard in multigenerational financial partnerships. We aspire to be a trusted beacon of financial wisdom, guiding families towards enduring prosperity and success.

our Values

Commitment to building enduring relationships, upholding the highest standards of integrity, delivering excellence in every facet of our work, maintaining absolute confidentiality, empowering our clients with knowledge and choice, ensuring continuity for generations to come, and contributing to the sustainability of your financial legacy

OUR SERVICES
Wealth management isn't just about investments. It's about your entire financial picture. Crafting comprehensive solutions that encompass investment management, retirement planning, estate planning, tax strategies, and more.

Business Consulting

Business consulting services help you make informed decisions and optimize your business strategies to achieve financial success.

Fee-Based Planning

With Fee-Based Planning, you benefit from a flexible approach to financial management, accessing tailored solutions that meet your unique needs.

Insurance Strategies

Structuring comprehensive insurance strategies to protect your wealth, your family, and your future, ensuring peace of mind in uncertain times.

Investment Management

Investment management services are designed to maximize returns and minimize risk through diversified portfolios and active management.

Retirement Planning

Crafting retirement plans that ensures financial security during your golden years, so you can enjoy the lifestyle you've envisioned.

Tax and Estate Planning

Tax and estate planning services aim to minimize tax liabilities and facilitate efficient wealth transfer to secure your financial legacy.

WHO WE SERVE

Our clientele is as diverse as their financial needs. We serve a spectrum of individuals and families who share the common goal of achieving financial success and securing their financial futures. 

Private Clients

Private clients can expect highly personalized and sophisticated approach to wealth management, with an emphasis on achieving financial goals while minimizing risks, optimizing tax efficiencies, and ensuring the seamless transfer of wealth to future generations. The services offered will be tailored to meet your unique financial needs and aspirations.

  • Cash Flow Management
  • Cash Management
  • Development of Estate Planning Strategy
  • Entity and Business Structuring
  • Identify and Protect again Liabilities
  • Insurance Planning
  • Net Worth Planning
  • Private Investments and Alternative Investments
  • Retirement Planning
  • Tax Planning

Retirees

Planning for retirement? Our team is well versed in managing retirement savings, generating income, and preserving your capital. Strategies are tailored for tax-efficient withdrawals and estate planning to secure your future.

  • Assess Future Tax Liabilities
  • Assess Liabilities & Insurance Needs
  • Debt Management
  • Investment Advice and Planning Opportunities
  • Principle Protection Strategies
  • Retirement Distribution and Income Strategy
  • Social Security Timing Strategy
  • Tax Strategies and Management

High-Net-Worth Individuals and Families

Solutions are designed to cater to High Net Worth Individuals (HNWIs), individuals with substantial assets and complexity. HNWIs require customized wealth management strategies that help them preserve and grow their wealth.

  • Cash Flow Modeling
  • Charitable Gifting Strategies
  • Develop Tax Efficient Income Plans
  • Efficient Asset Transfer
  • Identify Tax Saving Opportunities
  • Limiting Potential Liabilities
  • Principle Protection
  • Review of Existing Assets

Business Owners

Understanding the unique challenges faced by business owners and entrepreneurs our wealth management services extend to both your personal and business assets, including succession planning and risk management.

  • Allocation of Capital/Savings
  • Assess Liabilities & Insurance Needs
  • Facilitation and Integration of Legal Documents
  • Integration of Business and Personal Finance
  • Investment Advice and Planning Opportunities
  • Maximization of Net Worth
  • Strategic Cash Management
  • Tax & Income Strategies

Emerging Wealth

Whether you’re just starting to build your wealth or in the wealth accumulation phase, you deserve expert financial planning and investment guidance to help you reach your financial goals.

  • Assess Liabilities
  • Develop investment strategies
  • Develop stronger financial literacy
  • Explore Insurance Needs
  • Retirement income projections
  • Review Employee Compenstion Packages
  • Structure Debt Management Strategies
  • Uncover Tax Savings Strategies
Lipscomb Wealth_Office-2

Contact Us

  • Business hours:
  • Monday-Thursday: 8:30 – 4:00
  • Friday: 8:30 – 3:00
  • Saturday-Sunday: Closed
  • Address:
  • 2372 East University Drive #102
  • Auburn, AL 36830
© Copyright 2023 Lipscomb Wealth
brokercheck