Lockhart Capital Management

Lockhart Capital Management is a leading boutique Financial Planning & Wealth Management firm offering tailored solutions to affluent individuals and families. We combine the expertise of seasoned financial professionals with a collaborative approach to wealth management, ensuring your financial goals are met with the utmost care and confidentiality.

Our team has over 120 years of combined experience in wealth management, guiding clients through every step of the financial planning process. We operate with complete transparency and align our interests with yours, as we only work with a select group of clients.

Financial Planning

Our comprehensive financial planning process begins with an in-depth understanding of your current financial situation and future aspirations. We work alongside you to set goals, define strategies, and implement solutions that optimize your wealth potential. We provide guidance on:

• Investment planning
• Retirement planning
• Tax optimization strategies
• Estate & succession planning
• Insurance review & mitigation

Wealth Management

Our Private Investment Office offers a high-touch portfolio management experience, tailored to your unique financial goals and risk tolerance. We utilize a selective investment approach, focusing on sustainable and impactful opportunities across global markets.

Philanthropy

Beyond wealth accumulation, we recognize the importance of impactful giving. Our experienced team can guide you through the process of structuring and timing your charitable contributions, maximizing their effectiveness and fulfillment.

Who We Serve

We partner with discerning individuals and families who value:

• Tailored solutions: Customized plans designed to meet your specific needs and goals.
• Personalized attention: Dedicated professionals who are accessible and responsive to your needs.
• Transparency & accountability: Open communication and a clear understanding of your financial journey.

Our Approach

At Lockhart Capital Management, we believe in building lasting relationships based on trust and open communication. We work collaboratively with you, employing a diverse range of expertise to deliver holistic financial solutions that empower you to achieve your financial independence.