RMB Capital Management, 500 Momany Dr, Ste 200, Saint Joseph, MI 49085, US

Lumpkins Private Wealth Management is a comprehensive planning and wealth management boutique located in Saint Joseph, MI. Led by President and Managing Director Dathan Lumpkins, the firm is dedicated to providing customized solutions for high-net worth clients, with a focus on families, physicians, and foundations. With over two decades of experience, Lumpkins Private Wealth Management believes in the values of dedication, transparency, and accountability, aiming to help clients understand the purpose of their money and align it with their long-term financial objectives. The firm's approach combines a core, opportunistic strategy with risk management and manager selection, utilizing diversification and satellite strategies to achieve the best possible return for a given level of risk. With a people-first posture and a commitment to great service, Lumpkins Private Wealth Management aims to build true relationships with clients, helping them build and protect their legacy through a plan-based approach and ongoing assessment of their portfolio. Partnering with Wells Fargo Advisors Financial Network, the firm offers a bundled solution of investments, advisory services, fixed income, and manager selection.Generated from the website

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