LPWMG

We are thrilled to announce that Patrick Adams, CFA, a highly decorated and seasoned portfolio manager, is joining our investment team as a portfolio strategist. With over 38 years of professional money management experience, Pat has successfully managed large mutual fund portfolios for firms such as Kemper Funds, Berger/Janus, and Founders/Dreyfus. Pat Adams is known for his Loss Averse investment philosophy, prioritizing capital protection during market downturns while also seeking attractive investment opportunities that perform well in rising markets.

We are delighted to welcome such a distinguished money manager and familiar name to our company. Please see the link below for Pat’s bio for more details about Pat’s impressive career.

As you know, our goal is to make LPWM Group and our affiliated offices the premier boutique private wealth management firm in the country. To support our growth, we plan to expand our operations by bringing in additional staff members and collaborating with other world-class providers. These steps will enhance our value proposition and customer experience, ensuring that we offer you the best performance, service, and resources possible.

In the coming weeks, please look out for a weekly email from Patrick, where he will share market opportunities and economic commentary. As always, if you have any questions or comments, please feel free to contact me. We are beyond excited about the trajectory of the firm and look forward to the future with great anticipation.