Who We Are

We at LCK Wealth Management deliver a full suite of private wealth management and financial wellness services with fiduciary accountability inspired by our core values of integrity, objectivity and transparency.

We provide affluent individuals, families, non-profit and corporate organizations with a wide range of financial solutions to solve their needs; develop financial plans to achieve future goals; and manage their assets over time with comprehensive reporting and analysis to keep our clients well informed.

Our clients trust and value our advice and we prioritize their interests above all else. 

Our Commitment to You

At LCK Wealth Management, we are more than private wealth managers: we are your financial guides, advocates and accredited fiduciaries, meaning objective advisors entrusted by you and obligated by law to act in your best interests as we help protect, invest and manage your assets.

Over time, we aim to become your confidants: a team you can trust with your most personal of matters. We recognize your needs are personal and complex, and as fiduciaries, are committed to helping you plan and invest for the lifestyle you want to live and legacy you want to leave. 

Please navigate to our Services and Process tabs to learn more.
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Our Fiduciary Commitment

We believe so unwaveringly in our core principles of integrity, objectivity and transparency that we have become an Accredited Investment Fiduciary (AIF ®) to assume legal responsibility with your assets and ensure our accountability to you. 

fi-du-cia-ry ( |n| or |adj| ):
An individual in whom another has placed the utmost trust and confidence to manage and protect property or money. The relationship wherein one person has an obligation by law to act for another's benefit.
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Awards & Accolades

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Laurie's Road to Her Calling

Laurie’s Road to Her Calling
Laurie’s career began on the institutional side of finance and shifted to private wealth management after a fortuitous series of events and realization that “… getting to know (clients’) lives and their personal goals… that’s what was fun… that was meaningful… that’s when I made the change.” 

Laurie has since managed a flourishing private wealth management practice, developing deep connections with her clients over the years. Laurie truly cares, and that is one of her greatest strengths.
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