Helping You Pursue True Wealth

In August, 2021 we were referred to Lund Wealth Management (LWM) by very close friends who have been with them for years and were extremely satisfied.

We were very unhappy with our last financial advisor and needed more direction. The most important aspect when partnering with LWM was the questions we had never been asked until meeting with them. We are now going in a positive direction and finally feeling safe. LWM has enhanced our life with a personal financial plan that assures us we will have enough money to live comfortably and enjoy our life. They have made some very good investments for us. They have always put our needs first and continue to do so as we have gotten older. They return calls promptly. They periodically invite us in to discuss our present circumstance. They are always educated on current financial, social security, and tax laws.

We would recommend LWM, and we have, because they listen to you on what you want and suggest to you how to achieve your goals. They care about the person and they are honest with you. We are now in our 70's and feel part of the LWM family and because of that, we sleep well.

We have been clients of Christopher Lund’s ( Lund Wealth Mgmt.) for approximately 15 years. We interviewed with other Financial Planners but found that talking with Chris was very comfortable and he understood our goals for the future. He included us in major decisions, made suggestions to enhance our portfolios, and always made us to feel a large part of every decision. He is easy to talk to, explains any changes that he proposes and we have full confidence in his decisions. I would recommend Lund Wealth Mgmt. to anyone looking for an honest, up to date financial service.

We have been clients of Chris for more than a decade. The personalized service, trust and peace of mind as we prepared for retirement and are now retired is greatly appreciated.

Chris Lund and his colleagues are great. He has been our financial advisor now for 17 years, and we feel incredibly comfortable and confident in his guidance. He ensures that his understanding of our retirement goals are up to date as our lives, and those of our family, go through changes. He and his colleagues care about us and our well-being. We highly recommend Lund Wealth Management.

Clear, clean, and understandable!

I’ve worked with this company for several years and I am extremely impressed with the level of communication and support I receive. In a time of financial uncertainty, I feel confident and comfortable with the advice I receive.

After attending a “Taxes in Retirement” seminar at our local library with Chris, we decided to meet with him—and we’re so glad we did. One of our biggest concerns was whether we had saved enough to retire and still enjoy the lifestyle we dreamed of. We also wanted to make sure we were being smart about taxes in retirement. Chris listened carefully, answered all our questions, and created a plan that gave us real peace of mind. Now, instead of worrying, we feel confident and excited about this next chapter. Chris and Alyssa are both so warm and welcoming—it always feels like we’re meeting with friends rather than sitting in a financial office.

I started working with Lund Financial about 12 years ago. I needed long term financial advice for my retirement as I had been doing it on my own. After unsuccessfully managing my 40k/IRAs, I decided to take a free retirement planning course at a local high school. Chris Lund was teaching the class and it was excellent. At the end of the class, he gave out his contact info and said to call him with any questions. I called and met with him to discuss my situation. My wife and I decided to work with Chris to assist in preparing for retirement. That was many years ago and we have been very satisfied with the results. I had lost a lot during some market downturns in the past and wanted to avoid these losses going forward. I have now been retired for two years and his guidance has been invaluable. He and his team are responsive and understanding of our concerns. We are so happy with his service that we have referred Chris to a few close friends. I would strongly recommend Chris and his team to anyone looking for a Financial Profession who cares about your success.

Chris Lund has been our trusted financial advisor for about 14 years or about 9 years before I actually retired. Like many approaching retirement (maybe a bit late..), my wife and I decided to seek out an advisor as we really didn’t feel we could navigate this complex field on our own. We met Chris at one of his classroom retirement planning sessions at our local high school and we’ve been with him ever since. Great resume, friendly, sincere, knowledgeable, great listener and now a good friend. Promptly responds to all our questions and concerns as we navigate the ups and downs of the markets. A comforting voice. He and his team including Alyssa have been a pleasure to work with and we attribute our retirement journey success to Chris and his team. We highly recommend the Lund Wealth Management team for all those who are seeking guidance with retirement and financial planning.

We first met Chris over 20 years ago at a college financial planning seminar at our local high school. He was a great help to us in managing the application process and tuition costs for our daughter. My husband and I knew we needed help managing our own financial planning so we happily signed on with Chris as he transitioned into wealth management/retirement planning. He is knowledgeable, easy to talk to, and always takes our desires and concerns into consideration. As we now come into retirement, my husband and I feel confident we will have the post-work life we hoped for— a place I never thought we would be. Chris has an amazing support staff with Alyssa and now Daniel, always responding quickly to any questions. Lund Wealth Management does feel like family. We highly recommend them, and have successfully done so with our own family and friends over the years.
We would recommend LWM, and we have, because they listen to you on what you want and suggest to you how to achieve your goals. They care about the person and they are honest with you. We are now in our 70's and feel part of the LWM family and because of that, we sleep well.

Reasonable price.
It has been our pleasure to have Chris as our financial advisor for the past 20 years. He has guided us through the college financial aid process, managed our IRA's and has provided us a clear, comprehensive financial plan to help us achieve our retirement goals for a secure future.
Through this process Chris has always been available for us. He is easy to work with, encourages questions and always has our best interests in mind. He also has a terrific support team with Alyssa and Dan who always respond quickly to any questions.
If you are looking for an amazing long term partner in organizing and planning your finances there is no one better than Lund Financial Management.
Services : Financial planning, Retirement savings consulting, Investment advising, Tax planning