Wealth Management
Independent | Fiduciary

Located in Billings, MT.

Financial Planning

Our dynamic approach is unusual, comprehensive and built for you.

Investment Management

A distinctive approach, backed by our exceptional qualifications.

Estate Planning

We weave expert estate consulting directly into your unique plan.

Tax Advice

We incorporate tax planning to maximize our clients' wealth.

As a fiduciary, we provide independent, unbiased advice.

Integrity is a core value. Being independent and a fiduciary is the highest ethical stance in our industry. Our personal fiduciary standard goes beyond “best interest” - we want to be stewards of our clients’ success.

Meet LWM

Donald S. Loveless, CFA and CFP®

President & Founder

Brian Suskevich, WMCP®

Chief Operations Officer, Investment Advisor Representative

Betsy Rector, AIF®

Chief Financial Officer, Investment Advisor Representative

Hillary Lester

Operations

Wealth Management built for you.

We are a wealth management boutique, with expertise that we believe gives our clients an advantage. We personally invest our clients’ portfolios, with the aim of ensuring consistent growth and minimized volatility over time.

Our Services

Get a complimentary financial review

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

From The LWM Blog

Fed Game Day—Change in the Air

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7 Tips to Help Keep You Safe Online

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Tapering, Interest Rates, Debt Ceiling, and China

Last week, the Federal Reserve hinted that a tapering, or...

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Our Partners