Lamont Wealth Strategies evolved from the firm Elder, Donaldson & Crofts in 1997. In over 60 years of providing exceptional service and advice the organization has always been committed to helping it's clients achieve their financial and life planning goals.
We have evolved from a pure insurance firm to one of estate planning and wealth management, providing our clients with creative capital accumulation and preservation concepts, strategies and products.
Personal & Corporate
Professional asset management of your securities and other assests to your specified investment goals.
& Exit Strategies
& Wealth Protection
By referral only.
For directions see map below.