Our goal is to provide our clients with the most complete Asset and Wealth Management services available.  From the very beginning, our objective is to provide individual investors with the same level of sophisticated management as institutional investors. We are proud to say that the services our clients receive rival that of large institutions. In addition to providing portfolio management services, we also provide our clients with the opportunity to access our comprehensive Financial Planning and Wealth Management services. More details are provided regarding our Asset and Wealth Managements services in our “Services” section.

Robert C. Henderson is the President and Advisor at LWM.  Prior to founding the firm, Mr. Henderson was a financial advisor with a nationally recognized brokerage firm.  His previous experience included numerous senior corporate financial positions, including Director of Finance and Accounting and Controller positions.  Mr. Henderson holds a BS degree in Accounting from Bentley College (now Bentley University), and earned the Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning.

Mr. Henderson is a resident of Mystic with his wife and two children, and is active in a number of local civic, community, and professional organizations:

• Estate and Tax Planning Council of Eastern CT – Board Member

• Groton Scholarship Fund – Board Member

• MLK, Jr. Scholarship Trust Fund – Board Member

• Mystic Rotary Club – Board Member

• Member of the Greater Mystic Chamber of Commerce

• Mystic Little League coach and volunteer