Washington DC-Baltimore Area
Helping Business Owners between $5mm and $25mm EBITDA Maximize their Exit Strategy. Supporting Clients Involved with Investment Banking, Private Equity, Mergers/Acquisitions and ESOPs With over 20 years of experience in financial services, I’ve dedicated my career to helping professionals and business owners build, preserve, and pass on wealth with purpose. My journey began with a deep belief in the power of planning — not just for numbers, but for people. That belief has only grown stronger as I’ve helped countless individuals align their financial decisions with their values and long-term vision. Who I serve: • Professionals, executives, and entrepreneurs • Individuals saving retirement or already retired • Families seeking generational wealth strategies Challenges I help address: ❌ No pension or guaranteed income in retirement ❌ Risk of outliving retirement savings ❌ High capital gains, income, and SALT taxes ❌ Unclear legacy or estate plans Possible Solutions I offer: ✅ Fixed and variable annuity strategies ✅ Roth conversions & tax-loss harvesting ✅ Asset allocation with tax efficiency ✅ Life insurance & long-term care planning ✅ Comprehensive legacy and estate planning At the end of the day, it’s not just about numbers — it’s about impact. I take pride in building lasting relationships with clients who value integrity, clarity, and a long-term vision. If you're looking for a financial partner who listens, simplifies the complex, and genuinely cares about your future, I’d be honored to connect. Let’s explore what’s possible together. Let’s create a plan that gives you financial confidence — and a legacy that lasts. 📞 Lamont N. Corprew Sr. | 301.740.3216 | www.raymondjames.com/LamontCorprew [email protected] Legacy Planning | Tax Saving | Early Retirement Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm
Key Responsibilities: • Develop and maintain relationships with high-net-worth clients to understand their financial goals and objectives • Create personalized wealth management plans, including investment strategies, tax planning, and estate planning • Manage investment portfolios, including asset allocation, portfolio rebalancing, and performance monitoring • Collaborate with cross-functional teams, including investment managers, tax professionals, and estate planners • Provide expert advice on wealth transfer, philanthropy, and legacy planning • Stay up-to-date with market trends, regulatory changes, and industry developments to ensure clients receive cutting-edge advice
Partners with affluent clients to identify and analyze their goals and objectives. Review their financial landscape and develop recommendations that help achieve well defined financial objectives.