Investment Management

We want to help you navigate markets and meet your investment objectives, which are ever evolving. LexAurum will manage your investments within your portfolio, based on your investment objectives and risk tolerance. We use Schwab as our platform, and you can use their client portal to view your accounts at any time.

Financial Planning

What are you planning for? Whether it's a wedding, starting a family, moving into a new home, starting your own company, saving for your children's education or working on an advanced degree for yourself, there are many of personal goals you have that require financial backing. Financial planning helps you set realistic financial goals and put them into action. We can help you with that.

Retirement Planning

We are living longer and have big dreams in how we want to spend our golden years, but when can we pull the trigger on retirement? The most important of all financial planning topics, retirement planning helps you prepare so that you have realistic goals and assets to enjoy your retirement.