LS Wealth Management LLC Redefining Wealth

LS Wealth Management LLC Redefining Wealth At LS Wealth Management, we specialize in building retirement income strategies designed to support the life you envision. That trusted advisor is LS Wealth.

Through our proprietary Redefining Wealth™ process, a comprehensive approach—aligning Income, Taxes, Healthcare and long term goals LS Wealth Management is a Financial Consulting firm serving areas across the Midwest, Northwest Ohio and United States. Founded in 2001, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships and crafting income plans

with each of our clients. We understand how important it is for you to be able to trust your Financial Advisor. We are comprehensive with our team approach to address our clients financial planning needs. CFP® CPA, MBA qualified team members, our team is highly credentialed and experienced. It is important to have a trusted advisor who utilizes a process to identify your needs. Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial services world. We invite you to discover and experience the power of our services. We believe in the far-reaching benefits our clients receive when provided with opinions from several sources with diverse backgrounds, education and experience. No one strategy fits everyone, which is why every client gets our undivided attention — from planning to execution to follow-up. We take a proactive approach to help you develop a strategy that addresses your financial goals and objectives, using the most efficient methods available. We are experienced, responsive and understand your need for integrity and transparency. To schedule a time to discuss your financial future, contact us at [email protected] or call us at (419)633-0955 today! Copyright 2024 ®

LS Wealth Management LLC is an Independently owned Wealth Management firm serving clients throughout the midwest and country. Established in 2001, we have built trust through our constant nurture of client relationships through communication, education, and team approach with our attention to detail and proprietary redefining wealth process℠. This framework helps coordinate balance and the key risk through retirement. Schedule a complimentary strategy session:
www.RedefiningWealth.info
For more resources check out the retirementent talk podcast. email: [email protected]

419-633-0955


Investment Advisory Services are offered through Virtue Capital Management (VCM) an SEC Registered Investment Adviser. LS Wealth Management is a separate entity. “The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Life insurance was never meant to be a “set it and forget it” strategy.Policies should be reviewed over time to ensure t...
06/02/2026

Life insurance was never meant to be a “set it and forget it” strategy.

Policies should be reviewed over time to ensure the premium structure, cash value, and coverage goals still align with today’s realities.
A few important questions to consider:

• Is your premium keeping pace with rising insurance costs?
• Have you had an updated in-force projection run recently?
• Will the policy support the death benefit for as long as you need it?
• Is your goal legacy protection, living benefits, or supplemental retirement income?

Many policies issued years ago may not be performing today the way they were originally illustrated.
At LS Wealth Management™, we believe periodic reviews help bring clarity, confidence, and alignment to your overall retirement and legacy strategy.

It’s easy to feel confident when markets are rising.But the real test of a plan comes during uncertainty.Down markets…Un...
05/31/2026

It’s easy to feel confident when markets are rising.

But the real test of a plan comes during uncertainty.

Down markets…
Unexpected events…
Shifts in the economy…

These are the moments that reveal whether a strategy is truly built to last.

Because avoiding major setbacks—
and staying disciplined through them—
is often what determining long-term success.

At the core of every strong plan is structure:

• A strategy for income
• A plan for managing risk
• And the flexibility to adapt over time

Because retirement isn’t about reacting to markets—
It’s about being prepared for them.

⭐️We talk a lot about retirement planning on here — but one of the biggest differences we see isn’t just what someone ow...
05/30/2026

⭐️We talk a lot about retirement planning on here — but one of the biggest differences we see isn’t just what someone owns… it’s how the portfolio is being managed.

📈Many investors today are still sitting in traditional “box-style” portfolio:
• Static allocations
• One-size-fits-all models
• Buy-and-hold approaches with little adaptation to changing market conditions with what is known as “Box” style firms with cookie cutter approaches.

At LS Wealth Management™, we believe retirement planning and investing deserves a more intentional framework.

Institutional money management, boutique managers, tactical strategies, risk management overlays, income planning, tax considerations, and behavioral discipline all play a role in how we help clients navigate retirement with greater clarity and confidence.

If you’ve spent years building a nest egg, it may be worthwhile to understand:
• How your current portfolio is structured
• What risks may be hidden beneath the surface
• How your drawdown exposure compares
• Whether your investments truly align with your retirement goals and income needs

Sometimes the biggest value comes not from chasing higher returns — but from understanding risk, structure, and purpose behind the strategy.

That’s why we often offer a portfolio X-Ray comparison:
A side-by-side review of how your current portfolio is built versus how we approach portfolio architecture through our Redefining Wealth™ Framework.

No obligation. Just education, perspective, and clarity.

Because retirement isn’t simply about accumulating wealth — it’s about creating a strategy designed to support the life you want to live.

Most people don’t realize this:A financial plan isn’t something you create once and forget — it should evolve as your li...
05/27/2026

Most people don’t realize this:

A financial plan isn’t something you create once and forget — it should evolve as your life evolves.

This week, we have been sitting down with clients to review, reassess, and realign their financial strategies for the road ahead.

Despite strong market growth and impressive returns, ongoing planning remains essential. For some clients, that means preparing for future RMDs (Required Minimum Distributions), addressing rising healthcare costs, or reevaluating long-term risk capacity.

Using our state-of-the-art planning tools, we help clients see how a properly balanced and aligned strategy can provide greater clarity, confidence, and purpose for their overall financial picture.

From changing retirement goals and market conditions to income planning, taxes, and long-term care considerations — every decision should continue supporting the life you want to live.

The truth is, even a strong plan can drift off course over time if it isn’t reviewed regularly.

The question is:
Is your current financial plan still aligned with your goals, risk tolerance, and retirement vision?

If you’re not sure, that alone is a reason to take a closer look.

At LS Wealth Management, we help individuals and families build retirement strategies designed to adapt through every stage of life using our Redefining Wealth™ Framework.

📅 Schedule a complimentary Clarity Visit today or send us a message to start the conversation.

🇺🇸This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice for our free...
05/25/2026

🇺🇸This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice for our freedom.

Their courage and dedication will never be forgotten.

Our office will be closed on Monday, May 25th in observance of the holiday. We'll be back to assist you with your retirement planning needs on Tuesday, May 26th.

We wish you and your loved ones a safe and reflective Memorial Day.

— LS Wealth Management℠

Markets will always move.Headlines will change.Volatility will come and go.But retirement isn’t built on predictions—It’...
05/24/2026

Markets will always move.

Headlines will change.
Volatility will come and go.

But retirement isn’t built on predictions—
It’s built on preparation.

True confidence comes from knowing:
• Where your income will come from
• How your plan responds to market shifts
• And how each piece works together

Because in the end, it’s not just about growing assets—
It’s about turning them into something reliable.

That’s where thoughtful strategies make the difference.

Revenue sharing isn’t always visible.But it can influence recommendations.Ask better questions.Demand transparency.Know ...
05/19/2026

Revenue sharing isn’t always visible.
But it can influence recommendations.

Ask better questions.
Demand transparency.
Know how your advisor is compensated.

One of the most overlooked decisions in retirement planningis when to take Social Security.Delaying benefits can increas...
05/17/2026

One of the most overlooked decisions in retirement planning
is when to take Social Security.

Delaying benefits can increase your income meaningfully over time—
often around 8% per year beyond full retirement age.

That’s why it’s often described as one of the most powerful
“guaranteed” income decisions available.

But here’s the key—

It’s not about chasing a return.
It’s about building a reliable, sustainable income stream.

And like any strategy, it should be evaluated within the context of:
• Your income needs
• Health and longevity
• Tax considerations
• Overall plan design

Because retirement isn’t just about maximizing one decision—
It’s about coordinating all of them.

Our ServicesAn integrated approach to wealth.Growth happens when every piece of your financial life works together. We v...
05/12/2026

Our Services
An integrated approach to wealth.

Growth happens when every piece of your financial life works together. We view your wealth as an ecosystem—so instead of focusing on isolated parts, we help you see the full picture and make more informed decisions.

For more insight, visit the link in our bio.

It’s easy to assume all firms operate the same way.In reality, the approach can be very different.Some focus primarily o...
05/10/2026

It’s easy to assume all firms operate the same way.
In reality, the approach can be very different.

Some focus primarily on investments.

Others take a broader view—
looking at how everything works together:
• Income strategy
• Tax coordination
• Risk management
• Long-term planning

Because retirement isn’t just about growing assets.

It’s about turning those assets into a plan that supports your life.

That’s where thoughtful strategies make the difference.

Address

122 East High Street Suite A
Bryan, OH
43506

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 9am - 2pm

Telephone

+14196330955

Website

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