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

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

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

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

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

Details rising rates, restricted coverage, and insurers exiting high-risk areas.

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

Describes how Roth accounts can generate tax-free retirement income.

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 would your monthly lease payment be?

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

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

This calculator can help you determine whether you should consider converting to a Roth IRA.

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