Broker Check

A Good Time for a Financial Check-In

As life evolves, reviewing your financial plan can help keep you aligned with your goals—and feeling confident about what’s ahead.


There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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Our Mission
Building Brighter Futures

We believe that wealth management is for everyone. Regardless of your bank balance or where you are on your financial journey, our mission is to empower you to achieve your dreams by offering sound, personalized guidance and a welcoming environment where your dreams are taken seriously. Our goal is to build relationships by listening intently and working together towards your goals.

We takes an interest in our clients beyond the typical risk questionnaire. What’s going on in your life, what’s important to you. That’s the only way to build a truly personalized plan. It’s also just how we like to work.

Meet William C. Smigiel

Full Catalog of Services

What We DoRe-Defining Financial Planning

What We Do
Re-Defining Financial Planning

At LBFS Wealth Management, we take a hands-on approach. Our goal is to lend an ear and be a resource, to help you weigh the pros and cons and partner with you to build a plan that has your best interest at heart.

Your Plan, Your Future 

No matter where you are in your life or career, you deserve access to financial professionals who will get to know you and help you plan an independent financial future that matches your goals.

Young Families

Young Families

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Career Starters

Career Starters 

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Mid-Career Professionals

Mid-Career Professionals

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Retirement Planners

Retirement Planners

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A Simple,
But Comprehensive Process

LBFS Wealth Management creates a personalized wealth management plan that combines a portfolio of stocks, bonds, and mutual funds to elevate and support your financial well-being.

Step 1
Discovery Interview

Step 2
Plan & Action

Step 3
Monitor & Grow

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Every decision you make today can move you and your business one step closer to your goals

Meet William C. Smigiel
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
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Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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There’s a link between debt and stress.
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Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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