LCR Wealth Management LLC

Ilka Komatsu is a financial advisor at LCR Wealth Management LLC with Series 65 and Series 66 licenses and five years of industry experience. She has been with LCR Wealth Management since 2021 and is also affiliated with LCR Capital Partners and Uboc Investment Services, Inc. LCR Wealth Management provides discretionary investment advisory services to high-net-worth individuals, families, trusts, institutions, and retirement plans, offering customized portfolio management and a 100% equity model-portfolio program. The firm employs a tax-aware, long-term investment approach with diversification across equities, fixed income, and alternatives, and acts as sponsor and investment manager of a venture-capital private fund.

Thomas Garvey is a financial advisor at LCR Wealth Management LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with United Capital Financial Advisers, LLC since 2009. LCR Wealth Management provides discretionary investment advisory services primarily to high-net-worth individuals, families, trusts, institutions, and retirement plans. The firm offers customized portfolio management with a tax-aware, long-term approach, employs a range of strategies including derivatives and third-party managers, and acts as sponsor and investment manager of a venture-capital private fund.

Michael Wehrli is a financial advisor at LCR Wealth Management LLC in Westport, CT, holding a Series 65 designation with three years of industry experience. His prior roles include positions at LCR Capital Partners and Nudge Capital, LLC, as well as an extended period as a student. LCR Wealth Management provides discretionary investment advisory services to individuals, families, trusts, institutions, and retirement plans, focusing on high-net-worth clients. The firm offers customized portfolio management with a tax-aware, long-term approach and manages a venture-capital private fund alongside traditional investment strategies.