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Lopez Wealth Management, LLC

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Lopez Wealth Management, LLC

Mission statement:

At Lopez Wealth Management Group, our mission is to become our clients most trusted advisor while positively impacting the communities we serve.

Overview:

Lopez Wealth Management Group is headquartered in Abingdon, Virginia, but we service many clients in many states. Our experienced, dedicated wealth management team is responsible for over $100 million in Assets Under Advisement for families, business owners, professional athletes and institutions.

Lopez Wealth Management Group offers the following services:
Portfolio Management

The investment process consists of four steps that result in an initial investment strategy and portfolio allocation. Our review process will ensure that your investment strategy remains on track to meet your goals even as market conditions and financial needs change over time.
Tax Planning

Our professional staff will team with your CPA for skillful tax planning and preparation in service of our clients.
Wealth Plan

Our team of experts will design a plan that directs you from your current financial situation towards financial freedom. Because the only constant in life is change, we will provide regular reviews and modifications, assuring that your Wealth Plan is current and dynamic.
Risk Management

Our team of specialists will calculate the transferable risks which could be catastrophic to your portfolio and to your family. We will evaluate life, long-term care, and disability coverage.
Estate Planning

Upon death, you can leave your money to your family, your charities, or to the government….and you must choose two out of three. Our specialists will partner with your attorney to maximize the distribution of wealth to meet your objectives. We will establish a comprehensive estate plan that leaves little to chance.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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