top of page
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.

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. 

Bar chart with upward arrow in a checkmark frame

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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

In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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

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.

How much life insurance would you need to produce a sufficient income stream for your family?

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

bottom of page
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck