Repp H. Lambert II, CLU®
Wealth Management Advisor


Lambert Wealth Management Group

Team photos

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.

If you dream it, we’ll help you live it.

See how our version of financial planning can help you live your dreams today. Learn more.

We’re happy we make you happy.

Our clients rated us #1 in Customer Satisfaction among All Individual Life Insurance Providers. For J.D. Power 2019 award information, visit jdpower.com/awards.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

 

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