Joseph Lambrecht - RBC Wealth Management - Minnetonka, MN
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Joseph Lambrecht, CFP®, ChFC®, CLU 
Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
601 Carlson Pkwy.
Suite 500

Minnetonka, MN 55305
Map & Directions

Phone: (952) 476-3751
Fax: (952) 476-3750

How’s Your Wealth Accumulation?

My Mission

I strive to  help my clients accumulate and preserve their wealth and to help them develop multigenerational wealth management plans, helping to ensure that not only is their future taken care of, but their families as well. My goal is to educate my clients as we go through each step of my process, while providing outstanding client service. I've found that this helps ensure they are comfortable with each action we take along the way.

 

Investment Philosophy
As opposed to a traditional market capitalization philosophy of "bigger is always better". I encourage my clients to have portfolios that are alternately weighted equally, by dividend yield or by relative strength in an effort to achieve superior outcomes. I believe investment income-similar to free cash flow for a successful business-is critical for a successful retirement portfolio. I employ both fundamental and technical analysis in decision making, fundamental to determine what to buy, technical to determine when to buy or sell. 

 

What is Important to You
Professional wealth management helps you answer this question, prioritize your objectives and prepare financially to accomplish them. And helping you with the financial side of achieving what is important to you is central to everything I do at RBC Wealth Management. I am able to assist with the following:
  • Planning for retirement
  • Creating an income during retirement
  • Funding an education
  • Maintaining or enhancing your lifestyle
  • Preparing for a major purchase
  • Protecting your family or income
  • Creating the legacy you want to be remembered by

 


Financial Markets Commentary—UK Election: A Lose-Lose Outcome?

GlobalInsight.jpgThe rise of “minority parties” has turned the May UK general election into a complicated horse race. Britain’s continued membership in the European Union could become an open question and raise economic uncertainty in the UK and on the continent. This would almost assuredly catch the attention of global financial markets, which have yet to price in the risks, in our view. With the pieces in place for further U.S. economic growth, the soaring dollar should fly even higher for the next few years. Investors would be wise to “follow the dollar” as the rally likely spells good news for global equities.

Read the full economic outlook in the latest edition of Global Insight. You may also be interested in:

 


Raising Money-Savvy Kids

In the financial industry, a little knowledge can go a long way—and it’s never too early to start imparting that knowledge on your children (or nephews, nieces, and grandchildren). Like their ABCs and multiplication tables, learning how to manage their money is a skill that will last them a lifetime. To learn more, check out our Seven Ways to Raise Money-Savvy Kids fact sheet or contact me today.


Taking the Next Step
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation click on the Contact Me box.

Contact Me


Joseph Lambrecht is currently registered to conduct business with residents of the following states: AZ, CA, DC, FL, IA, IL, MN, MS, NJ, NM, NY, PA, TX, WA, WI

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.


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