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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

Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Don't Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

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Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Disability Income Insurance

How much Disability Income Insurance do you need?

Savings Accumulation

Estimate the future value of your current savings.

IRA Eligibility

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

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