Excellence is Personal
Imagine the depth and capabilities of a large institution, paired with the personal attention of a team that knows you, your family, and your goals. For nearly a quarter of a century, we’ve helped successful individuals, families, executives, and business owners bring clarity to complex financial decisions through integrated wealth planning and investment management.
Discover what your next chapter can become.
Who We Serve
Individuals & Families
Families navigate a financial world that touches nearly every part of life—from daily decisions to long-term commitments that shape the years ahead. Protecting what matters most requires thoughtful, coordinated planning with a trusted team of advisors. The Lineweaver process brings your financial, tax, investment, and estate considerations together into a unified strategy developed with care, experience, and intention.
Corporate
Executives
Corporate leaders face a unique set of demands: complex compensation structures, concentrated equity, and limited time to manage it all. We’ve spent decades helping executives turn complexity into clarity. We align tax, legal, and investment decisions around you and your family’s priorities.
Business
Owners
Successful business owners carry more than the weight of daily decisions. You provide stability for countless families, including your own. Just as your employees rely on your leadership, you deserve a trusted financial advisor who can help you navigate complex financial decisions with clarity and confidence.
Speak to a Wealth Planning Specialist
Crypto Taxes Are Changing: What Bitcoin Investors Need to Know for 2026
By Mark Sipos, Director, LFG Tax For years, cryptocurrency investors have faced a familiar problem at tax time: keeping track…
What History Says About 2026 Midterm Elections and Market Performance
Our team employs external financial research from many different economists, analysts, and research firms. This research provides valuable input into…
Business Cash Management: Put Excess Cash to Work
What should business owners do with excess cash that is not needed for payroll, taxes, daily operations, or near-term expenses?…
Executive Compensation Tax Planning: RSUs & Deferred Comp
By Mark Sipos, Director, LFG Tax Executive compensation tax planning matters most during the final years of a career. Salary,…
How to Attract and Retain Key Employees
How can business owners attract and retain key employees? Jim Lineweaver, CFP®, AIF® and executive coach Renee Vincelli discuss how…
Can the Rule of 55 Help You Retire Early?
By Mark Sipos, Director, LFG Tax Leaving work at 55 can create a long financial runway. Social Security, Medicare, and…