Investment Beliefs Teamwork. Financial planning requires teamwork. In order to address all of your financial needs, we work with you and professional advisors (attorneys, accountants, etc.) to ensure that a cohesive and coordinated strategy is followed to maximize the benefits to you. Success. A successful financial program is your framework for decision-making. Preparation. (Groundwork for future) Unless you invest wisely, changes in inflation, in rates and tax laws may reduce your assets. We will address the broad market trends that impact your portfolio and adjust our strategies as the environment requires. At LWA, through the use of computerized asset allocation techniques, we assist you in matching goals and concerns with investment products that are consistent with financial goals and objectives.