Lava Wealth Management, LLC

Lava Wealth Management provides investment management, wealth management, and standalone consulting services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. Its consulting offerings include business planning, cash flow forecasting, retirement and estate planning, tax liability analysis, and insurance needs analysis alongside discretionary portfolio management.

The firm manages client portfolios on a discretionary basis using a client-centric, tax-aware approach that emphasizes fundamental and strategic analysis and a conservative bias toward long-term capital appreciation. Portfolios are constructed from a mix of domestic and international equities, MLPs, mutual funds, REITs, ETFs, fixed income, and, when appropriate for accredited investors, privately placed securities and special-situation stocks; accounts are reviewed regularly with at least an annual comprehensive review.

Compared with many solo independent advisers, the firm lists corporations and other business entities among its client types and reports a sizable non-U.S. client base while also allocating to international securities, which is less common for peers. In addition to standard custodial statements and fee invoices, the firm communicates with clients through periodic materials (e.g., newsletters/periodicals) and advises on assets held outside primary custodians (such as variable insurance contracts and employer-sponsored plans), and the principal operates a separate consulting vehicle that reviews non-public investments for related purposes.