Our Approach

Lang Investment Group is a team of highly accomplished wealth advisors who help provide custom-tailored, goal-based financial solutions for pre-retirees, retirees and high-net-worth individuals and their families. We leverage complementary skill sets to help guide clients through key periods of transition throughout all stages of life. Our clients enjoy the support of an industry-leading group of investment professionals that combines Wall Street knowledge with Main Street values.

We construct diversified investment portfolios designed to help achieve each client’s goals. Our team will diversify your investment portfolio between different asset classes to reflect your specific investment objectives and tolerance for risk. Our investment approach includes evaluating various investment solutions and asset allocation strategies, and monitoring results on an ongoing basis, to seek to optimize risk-adjusted returns.

We help you stay focused on the importance of developing a flexible plan and chart a path for you to prioritize and accomplish your most important financial goals during various life phases, such as marriage, birth of children, job transition, divorce, inheriting assets, and retirement. Our individualized approach combines investment expertise and insights with detailed knowledge about your objectives, as well as your personal interests and passions.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.