Advantages of Independence

As independent advisors, we focus solely on serving your needs and acting in your best interest at all times. This provides you with the confidence you seek to pursue financial success on your terms.

As an independent investment management firm we have no obligations to investment product manufacturers or separate company lines of business, cross-sell quotas or expectations, or home-office directives that may lead to a lack of objectivity. We spend our time developing customized strategies for the unique challenges you face.

Our independence is supported by Calton & Associates. The firm provides a comprehensive array of tools and resources to independent financial advisors, enabling them to provide objective financial guidance to their clients. 

Deeper strategies review, business model processes and procedures and compliance support by Lafayette Wealth Management Group freeing the wealth advisors to stay focused on clients instead of the business needs.

If you have questions about your financial future or your current advisor's motivation, Lafayette Wealth Management Group will be happy to provide you with a no-obligation second opinion. The independent advisors at Lafayette Wealth Management Group always put your interests first.

Talk to us about the importance of long-term planning with a focus on capital preservation. We invite you to discover the value of independent, objective advice coupled with deep experience and unparalleled service.