
Lamont Wealth Strategies evolved from the firm Elder, Donaldson & Crofts in 1997. In over 60 years of providing exceptional service and advice the organization has always been committed to helping it's clients achieve their financial and life planning goals.
We have evolved from a pure insurance firm to one of estate planning and wealth management, providing our clients with creative capital accumulation and preservation concepts, strategies and products.
Comprehensive
Financial Planning
Personal & Corporate
Investment Management
Professional asset management of your securities and other assests to your specified investment goals.
Tax
Minimization Strategies
Estate
Planning
Business Succession
& Exit Strategies
Risk Management
& Wealth Protection
These helpful forms will assist us in identifying the best solution for you.
By referral only.
For directions see map below.