01
Investment management
Actively managed and customized. Your portfolio is built around your goals, what you already own, your taxes, concentration and liquidity, never pulled from one model everyone gets.
3LM / What we do
How 3LM helps physicians, executives, business owners, and families.
For physicians and healthcare professionals, executives, entrepreneurs and business owners, and individuals and families, we bring investments, planning, taxes, estate and family decisions into one coordinated relationship.
01
Four areas, one coordinated relationship
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Financial planning
An initial plan, then an ongoing one. We start with your family’s goals and reverse engineer the savings, cash flow, debt and investment decisions needed to reach them, in real numbers.
03
Tax, estate and risk coordination
Tax, estate and trust considerations, insurance and risk, seen together and coordinated with your CPA, attorney and other specialists.
04
Family and wealth strategy
Education and 529 planning, charitable giving, wealth transfer and preparing the next generation, connected to what you want the money to make possible.
02
We see the whole picture and coordinate the pieces
Your CPA prepares your taxes and your attorney drafts your legal documents. 3LM keeps everyone working from the same plan, so nothing important falls between them.
03
How the pieces stay connected
- 01
The portfolio serves the plan, and the plan serves the life.
- 02
Risk is more than volatility: concentration, taxes, liquidity and asset location all count.
- 03
Every recommendation has a reason, including the choice to wait or do nothing.
Next step
Start with the decision in front of you
Tell us what changed and what still feels unresolved.