Transparent, Succinct, Complete.
LT Wealth Management Partners understand that to ensure your expectations are being met, you must understand: what your investment portfolio is comprised of; how well your portfolio performs; the climate of the market place; and regular education about financial instruments and strategies.
Knowing this, our team delivers communication to you via consolidated reports, statements, phone calls, one on one meetings, newsletters, and online communication posts that are transparent, succinct, and complete. And if you have any questions, our team is always happy to schedule a phone call or in-person meeting to help you further understand.
TYPES OF REPORTS
Rate of Return Reports
LT Wealth Management Partners deliver rate of return reports during our one-on-one meetings.
One on One Meetings / Phone Calls /Direct Emails
At LT Wealth Management Partners, we make ourselves available 5 days a week to answer your questions and listen to your feedback. We’re happy to meet in person, have a phone with you, or communicate through email – whatever is most preferred for you.
Newsletters (Print & Email)
We deliver regular print and email newsletters to keep you informed about the market and relevant economic events. As well we deliver insights, commentary, and expert advice on financial instruments and strategy to keep you well informed.
Our communication posts are updated even more frequently than our newsletters and speak about in-depth economic events, financial strategies, and client stories/experiences.