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 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
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
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Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
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Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
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