Lily Santiago

Lansdowne Private Wealth Management

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.