Ferguson Private Wealth Management and Lifetime Wealth Management are not affiliated with Cambridge. Tim Starinieri, Daniel Leonhardt, James Jaxtheimer, Sam Mansoor and their organizations are not registered with or affiliated with Cambridge.
who we are
Who We Are
LPWM Group began in Lansdowne, Virginia over ten years ago with one goal in mind: To help people understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Since then, LPWM Group has grown into a collection of elite Private Wealth Management firms located up and down the East Coast. We offer a one-stop “shopping center” of sorts with an asset management arm, an in-house life and annuity department, CPA’s, trust services, attorneys, and a branch that can assist with property-casualty insurance. We serve as our clients' personal Chief Financial Officer, and ensure their overall financial goals are met in a responsible way, through the combination of comprehensive financial planning, active portfolio management, and risk mitigation.
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why choose us
“One-Stop Shop” Approach
LPWM Group prides itself in delivering a full range of financial services and products to each client. We have an in-house Asset Manager, Insurance Expert’s, CPA’s, Attorneys, and Estate Planners that can help you from start to finish ensuring you not only understand, but feel comfortable with your future.
Portfolio Customization
We understand that each client comes from a different background and has different objectives they want to achieve both in short and long term periods. Our investment management committee at LPWM Group has over 25 years over experience creating customized portfolios that fit specific objectives, timeframes, and risk tolerances.
Fiduciary Standard of Care
The world of investment advice is plagued with conflicts of interest, obscure disclosure and an overall lack of transparency. LPWM Group will act as your fiduciary helping to eliminate many of the problems associated with commission-oriented, product focused salespeople. We act in the best interest of our clients, putting our clients’ interests ahead of our own at all times. We focus solely on providing the best information to our clients when offering personalized financial advice.