At The Lorz Group, we specialize in creating strategies to navigate our clients through transitions like retirement, or through a life-changing financial event, such as an inheritance, divorce or sale of a business. We deeply value the long-term relationships we have built with these clients and their families. Over the years, we have found it gratifying to see retirees pursue lifelong dreams, donors make a difference in their communities and children graduate from college as clients continue to follow and refine their outlook on wealth.

A customized investment portfolio can be essential to the pursuit of your wealth management goals. When recommending asset allocation strategies and individual portfolio managers for your consideration, we take into account your personal preferences, priorities and investment temperament as well as performance targets. We then carefully evaluate your tolerance for risk, liquidity needs and time horizon for pursuing specific investment goals.