We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
The Lynch Wealth Management Group draws on more than 70 years of combined investment experience to help clients pursue their investment goals. Overseeing more than $250 million in assets, the principals of the group have operated in a variety of market environments, weathered multiple market downturns and experienced tremendous bull markets. This combined experience has given the Lynch Wealth Management Group a fundamental commitment to listening to client goals, a steadfast belief in the creation of a long-term investment strategy, with an unparalleled commitment to client service along the way.
We employ a conservative investment strategy based on your individual long-term investment objectives and tolerance for risk. Our approach is not about chasing the highest returns or the latest investment fads-it's about preserving the wealth and security you've worked hard to build. We act as a trusted partner in your success, taking an item off your list of responsibilities so you can focus on the things in life that matter most.
Our group offers a full range of services including consultation, asset allocation, retirement planning, education funding and estate planning.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.