Repp H. Lambert II
Wealth Management Advisor


Lambert Wealth Management Group

Our Mission

Our mission is to provide financial security to our clients by building trust and creating a long-term partnership centered around personalized planning.

We are a knowledgeable, experienced team that strives to impact our community by being an accessible resource to all our clients when dealing with their personal, professional and financial goals. We provide time freedom and peace of mind by removing the fear of the unknown through tax-efficient personalized planning. This is driven by asking thought-provoking questions and listening intently to your goals and objectives. By effectively managing the accumulation and distribution phases, we simplify your transition to retirement through a proactive, need-based approach. Our goal is to provide clarity by educating our clients and offering real solutions to obtain financial security.

 

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

Financial Planning with Northwestern Mutual

Learn about our personalized financial planning process and what you can expect from me when we work together.

Read more in this ebrochure.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck