LBW Wealth Management
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LBW is an independent RIA located in Madison, WI emphasizing financial planning, estate planning, value-based investment management and business consulting.
We’re Offering a New Take On Financial Excellence. Leach, Bickmore & Weiss Wealth Management (LBW) is an independent fee-based* Registered Investment Advisor (RIA) located in Madison, WI emphasizing financial planning, estate planning, value-based investment management and business consulting.
05/10/2026
Ying and Nathaniel were in Shanghai visiting her family and friends. Great times!
02/26/2026
Business Trip recap. We love you San Francisco! ✈️🌁
Traveling to meet team members and experience their culture is always worth it. Thank you for having showing us around and being a great host! Until next time.
02/06/2026
Carlos really said “trust me” and took us above Medellín.
Gondola up the mountain, a jungle hike in the middle of it all, and views that made the city feel unreal.
Grateful for the best local guide and a day we won’t forget. 🇨🇴🚠🚡
02/05/2026
Being able to work with people around the world is something I’m grateful for, but getting to meet in person still matters. Spending time face to face makes the work feel more real and the connection stronger. Thankful for the chance to do both.
02/04/2026
The office for Tim looks a little different this week.
He’s in Medellín, Colombia, meeting in person with Carlos Rodriguez and continuing work on the software he’s building for financial advisors. Lots of conversations, planning, and progress are happening outside the usual routine. Proud of the work he’s putting in and the people he’s building it with. 🇨🇴
“The time is always right to do what is right.” Let’s remember and celebrate Martin Luther King Jr. Day!
We are grateful for your trust, friendship, and partnership. May this season bring you peace and joy. A special shoutout to our wonderful teammates: you’ve been so incredible and amazing. We can’t wait to see what we will accomplish together in 2026! Happy Holidays!
#2026
Here’s our 2025 book club reading list. What’s your recommendation?
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Address
6410 Enterprise Lane. Suite 120
Madison, WI
53719
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |