LFG Wealth Partners, LLC

LFG Wealth Partners advises individuals (including high-net-worth clients) and retirement plan sponsors, offering personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA 3(21)/3(38) plan services. The firm documents its onboarding and suitability process in written investment advisory agreements and tailors management to each client’s objectives, liquidity needs, time horizon, and risk tolerance.

The firm’s investment process centers on firm‑approved model portfolios and discretionary implementation, using a mix of fundamental, technical, and cyclical analysis and strategies that include direct indexing (with tax‑loss harvesting in taxable accounts), options trading, and strategic and tactical asset allocation. For defined contribution plan participant accounts, LFG may use the Future Capital platform, and model portfolios are reviewed periodically and approved by the Chief Investment Officer.

LFG is notable for its operating affiliations: the brochure discloses an insurance affiliate, Legato Insurance Group, Inc. dba Legato Financial Group, Inc., and a related tax/preparation affiliate, LFG Tax Partners, LLC, and states financial professionals spend about 20% of their time on insurance sales—disclosures the firm uses to explain commission and replacement incentives and other conflicts of interest. The brochure also identifies custodial relationships with Fidelity and Altruist (and related platform benefits to the firm) and records a recent material amendment removing prior language about participation in wrap fee programs.