Wells Fargo Advisors

Lumpkins Private Wealth Management is a comprehensive planning and wealth management boutique located in Saint Joseph, MI. Led by President and Managing Director Dathan Lumpkins, the firm is dedicated to providing customized solutions for high-net worth clients, with a focus on families, physicians, and foundations. With over two decades of experience, Lumpkins Private Wealth Management believes in the values of dedication, transparency, and accountability, aiming to help clients understand the purpose of their money and align it with their long-term financial objectives. The firm's approach combines a core, opportunistic strategy with risk management and manager selection, utilizing diversification and satellite strategies to achieve the best possible return for a given level of risk. With a people-first posture and a commitment to great service, Lumpkins Private Wealth Management aims to build true relationships with clients, helping them build and protect their legacy through a plan-based approach and ongoing assessment of their portfolio. Partnering with Wells Fargo Advisors Financial Network, the firm offers a bundled solution of investments, advisory services, fixed income, and manager selection.Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the St Joseph, MI area, Brian Lee will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the St Joseph, MI area, Wendy Mitchell will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.