Additional services

At the Lambert Dickson team, we know each of our clients has unique needs, so we offer a variety of additional services to help create a robust wealth management plan for you and your family. We invite you to explore the information below to learn more and contact us today to discuss how we can be of service to you.

 

Discretionary portfolio management

Your time is valuable. While you may want to make your own portfolio management decisions, you may be too busy to know every detail about individual securities, monitor the markets daily and evaluate all the pros and cons regarding whether to buy, sell or hold. Learn more.

 

Investing with purpose

Environmental, Social and Governance Investing (also sometimes called ESG or Socially Responsible Investing) is an approach to wealth management that integrates your core values and your financial goals, helping ensure that the investments you’re choosing align with your value system and that your funds are being used to impact society for the greater good. Learn more.

 

Retirement income planning

If you are near retirement—or have already retired—you are likely wondering how to effectively respond to a variety of complex financial issues that may play an important role in your ability to enjoy the lifestyle you want.We have the specialized tools, expertise—and systematic planning process—that can make it much easier to find appropriate answers to the important issues you face. Learn more.

 

Creating a meaningful legacy

You’ve worked hard and invested carefully to achieve financial success. Now one of the most rewarding things you can do with your wealth is share it with the people and causes you care about. Learn more.

We would value the opportunity to meet with you to discuss which of these offerings may be right for you. Please contact us today to schedule a meeting.