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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

Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

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Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm

Details rising rates, restricted coverage, and insurers exiting high-risk areas.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Calculators

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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