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LPG CAPITAL MANAGEMENT

At LPG Capital Management, we embrace client centered relationships built on trust and integrity. As fiduciary advisors, we strive to put our client's interests first. Through our personalized approach, we seek to enrich the lives of those we serve and empower current and future generations in the creation, management and distribution of wealth.

According to Benjamin Graham, recognized as Warren Buffet's mentor and the Father of Value Investing, "The essence of investment management is the management of risk, not the management of returns." We believe this statement concisely defines the LPG Capital Management investment philosophy. Simply stated, we strive to help our clients meet specific investment goals and objectives while identifying their capacity and tolerance for risk.

Newsletters

Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Calculators

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Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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