Focused On

You

 

Everyone's situation is different.

Whether it be by occupation, age, family size,

estate plan or retirement needs,

we are keenly aware of the

unique decisions facing many people.

Affluent Families 

The family's focus tends to be on managing the family estate. Frequently, there is a balance between current needs, planning for family beneficiaries, estate structure, planned giving, and managing tax exposure. Our advice will help inform you to make well educated decisions.

 

Senior Executives

The senior executive has many concerns on top of those faced by affluent families. The addition of complicated compensation plans including stock, options, retirement accounts, insurance, annuities, and lump sum payouts create a need for more analysis. We have personal experience dealing with all these issues.

 

Business Owners  

Business owners' wealth management needs typically are directed towards increasing wealth or managing liquidity events generated from the sale of a major investment. We can provide ideas for doing this in a tax efficient manner.

 

Foundations

Foundations possess needs similar to that of affluent families. Typically, they have large portfolios, minimal income, and ongoing spending goals. Our firm can be a great help at formalizing potential cash distributions and endowment management.

 

Portfolio Structure and Returns

 

While different situations require careful consideration and thinking, the ultimate goal is to determine the appropriate portfolio for generating capital gains and income. In addition to traditional accounts, trusteed-IRAs, donor advised funds, and alternative investments may be suggested based on your unique circumstances.  So come tell us your story so we can offer you our low fee-only value proposition.

Intrepid. Resolute. Enduring. Determined.  

Lloyds Intrepid LLC (“LIWM”) is doing business as Lloyds Intrepid Wealth Management. LIWM is a registered investment advisor offering advisory services in the State of Texas where registered and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by LIWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All content on this site is for information purposes only. Opinions expressed herein are solely those of LIWM, unless otherwise specifically cited. All opinions and outlooks are subject to change.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.The information contained herein has been obtained from sources believed to be reliable, but the accuracy of the information cannot be guaranteed.

*Management fees are based on consolidated portfolio assets under management. Custodian may charge account fees or commissions separately from, and in addition to, our management fee. Mutual funds and exchange traded funds have internal fees that are charged separately from, and in addition to, our management fee. This is not a specific offer or solicitation by Lloyds Intrepid Wealth Management to buy or sell any investment product or service.

©2020 by Lloyds Intrepid Weath Management.