Global stock market data chart showing upward growth arrows

Senior couple smiling and looking at each other

Hands holding a chalkboard saying Your Success Is Our Goal!

Three colleagues discussing business data on a digital tablet.

Smiling senior couple hugging on a sunny beach.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

View Videos

LPG CAPITAL MANAGEMENT

At LPG Capital Management, we embrace client centered relationships built on trust and integrity. As fiduciary advisors, we strive to put our client's interests first. Through our personalized approach, we seek to enrich the lives of those we serve and empower current and future generations in the creation, management and distribution of wealth.

According to Benjamin Graham, recognized as Warren Buffet's mentor and the Father of Value Investing, “The essence of investment management is the management of risk, not the management of returns.” We believe this statement concisely defines the LPG Capital Management investment philosophy. Simply stated, we strive to help our clients meet specific investment goals and objectives while identifying their capacity and tolerance for risk.

Newsletters

Three Ways to Help Build Financial Resilience

Outlines steps toward handling financial setbacks and emerging stronger.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

More Newsletters

Calculators

Car Affordability

How much can you afford to pay for a car?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators