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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

Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Navigating Financial Conversations with Aging Parents

Encourages proactive dialogue to ensure financial well-being of aging parents.

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Locked Out? How to Break Into Todays Housing Market

Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

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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

Savings Accumulation

Estimate the future value of your current savings.

Impact of Inflation

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

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Lease Payment

How much would your monthly lease payment be?

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