Team LWC
Company

Team LWC

Financial Services Ca 4 employees
Employees
4
Contacts
2
Emails
2

Team LWC Overview

Headquarters
Ca
Website
teamlwc.com
Industry
Financial Services
Employees
4
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Team LWC

We offer a comprehensive, process driven, team-based approach to wealth management for a select group of qualified families. One that involves getting to know your family, along with your needs, goals, and objectives. Whether it’s working with business owners through a sale or succession, transitioning a family enterprise, or transitioning wealth from one generation to the next – the team is committed to helping you reach your financial and wealth planning goals.

Team LWC Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage

Team LWC Org Chart

Sample employees and titles
Name Title Contact
Matthew Langsford Wealth Management, Senior Investment
Email
Maria Jakovcic Senior Investment Associate
Email
Shelley Yokom Senior Investment Advisor Assistant
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Maggie Flynn, Qafp® Financial Planner
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Employees by Management Level

Senior / Lead 3 profiles
Individual contributor 1 profile

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