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Welcome to Lovell Wealth Management

smarter simpler more personal

Successful people are good at what they do, and bring in professionals to do the rest. Lovell Wealth Management is the financial professional when it comes to wealth management, retirement, and tax and estate planning services.

Lovell Wealth Management provides comprehensive financial planning and investment strategies designed to help make the good life better by helping to preserve your lifestyle today while working to help protect your legacy for tomorrow. With extensive knowledge and passion borne of direct personal experience, we help individuals, business owners, and wealthy families proactively develop a clear, practical plan to help maximize their estate now while planning ahead to eventually pass their legacy on to future generations.

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Newsletters

What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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