Lamberson Knight Wealth Management, LLC is an Ann Arbor based independent registered investment advisory firm assisting institutional and private clients in their search for financial solutions. Our commitment and goal is to deliver honest, holistic and innovative strategies that help our clients build, preserve and manage their wealth. Whether it’s an individually tailored managed mutual fund or ETF portfolio, a financial plan, annuities or legacy planning, experience shows us that ever individual, business or family’s needs are unique. By truly getting to know our clients and what is important to them including their objectives, needs, concerns and current financial challenges, we are provided with the framework and bases for achieving their ultimate financial goals now and in the future.

It is not just our initial review, consultation, investment selection or portfolio on which we focus.  We continuously monitor, review and formulate potential new strategies with our clients to insure their current investments are in tune with an ever changing marketplace and aligned with lifetime needs or goals that may have changed over time. It is this consistent and timely interaction we build with our clients that sets us apart from other firms.

“Our Client’s objectives, interests, needs and concerns always come first”

One of the most significant aspects of Lamberson Knight is our mutual fund and ETF managed portfolios. Our research and selection process combines the benefits of diversified asset allocation with a personal investment strategy individually tailored to meet your needs based on extensive in-depth review of your objectives, time horizon, risk tolerance, other assets and any other information required to design a portfolio which is intended to assist in meeting your goals and expectations.   We can structure different portfolio models ranging from conservative to aggressive or growth vs value.  We employ style diversification along with asset class and sector diversification which may reduce volatility and enhance returns.  As is the case with all our investments, we continuously monitor our selected funds, ratings, management and many other factors that may affect their performance.

Many clients have a very low tolerance for risk, whether it’s in their lives or investment portfolio.  We have many solutions in both categories to address those concerns.  It is part of our holistic approach t0 achieve our client’s overall financial wellbeing.

If you are interested in a complementary portfolios analysis, to learn more about our mutual fund and ETF research and selection process or would just like to discuss your financial challenges, please contact John Knight. jknight@knightwealthmgt.com   John has over thirty years of experience in securities trading, portfolio management and product development.  Prior to forming Lamberson Knight Wealth Management John was President and CEO of Lamberson Knight Securities, a financial advisor and portfolio manager with Morgan Stanley and headed up the short term fixed income department at Shearson/American Express.  He was born and raised in Michigan, has three children and lives in Ann Arbor.

Lamberson Knight Wealth Management, LLC

542 Waymarket, Ann Arbor, MI 48103

Office: 734-531-9533  Cell: 269-270-8302

Timothy J. Anderson is a Senior Vice President of KeyBank National Association and oversees the Key Private Bank teams in the Michigan and Northwest Ohio Markets.  The Private Bank team consists of Relationship Managers, Trust Officers, Portfolio Managers and support staff.   It is the largest Private Bank team at Key, outside of Cleveland, and this team of professionals collectively manage $3.2 billion in assets.

Under Tim’s leadership, his sales team provides comprehensive, investment, trust, banking, and planning solutions for generations of high net worth individuals and their families.  Through a team based approach, the sales team implements a disciplined planning approach which simplifies the complex needs of clients to help them grow, preserve, and transfer wealth.  One of Tim’s major accomplishments, in his short tenure at KeyBank, is that his private bank team is now able to offer advisory services  to the employees at the University of Michigan through the Fidelity Platform.  His specialized team is able to assist U of M employees in navigating them through their retirement plans and offering the full breadth and depth of our wealth management services.

Tim has more than 25 years of financial services experience including serving as Vice President and Team Director at PNC, a Wealth Strategist at Bank of America; Director of Financial Planning at American Express Financial Advisors and Financial Planning Specialist at J. J. B. Hilliard, W.L. Lyons.

Tim holds a Bachelor of Arts in Political Science from Oakland University, and is a Certified Financial Planner.  He is active in the community serving on the board of Coalition On Temporary Shelter (COTS) and Child Safe Michigan.

Tim resides in Huntington Woods, Michigan with his wife Elizabeth and two daughters.

The College of Education

Eastern Michigan University

Who were the first leaders to train teachers after Americans left New England and started settling the rest of the continent? The institution today known as Eastern Michigan University opened in 1849 as the first place to train teachers west of the Allegheny Mountains. This long tradition of producing great educators, leaders, speech and language specialists, and counselors continues to today. Graduates of the College of Education are highly sought by school districts and other employers. Our alums have achieved many recognitions and positions of prominence.

The College offers a comprehensive range of programs—bachelor’s, master’s and doctorate degrees (many with online and off-campus options)—and extensive non-degree and certification learning experiences. EMU’s College of Education is close to the homes of many individuals considering coming here. It is rated as a “best buy” for a quality education at an affordable price. There is a large, diverse and “user-friendly” faculty with a wide range of world-class expertise and experience. The College’s are firmly committed to community engagement with a focus on supporting children, families, schools, and communities in southeast Michigan.

You can find out more about the College at http://www.emich.edu/coe/ or like us on Facebook /EMUCOE or Twitter @EMUCOE.

Ann Arbor Arms Academy (A4) is Michigan’s premier training establishment and state-of-the-art indoor shooting range facility.  A4 provides firearms, safety and survival instruction for anyone from the extreme novice, to the experienced enthusiast, to law enforcement.  A4 is building safe, responsible and prepared citizens, one round at a time!

Leading the program as Director of Training and Development is NRA Women’s Network Spokeswoman and nationally recognized firearms instructor, Tatiana Whitlock.  Catering to all skill levels from the extreme novice to the seasoned enthusiast, A4 offers programs for the beginner/foundational, intermediate, and advanced skill levels. Ann Arbor Arms owner Holli Pinon says, “Tatiana is an outstanding match for our organization. She brings professionalism and energy to our team and understands our clients and the training experience they are looking for.”

More than just firearms, Ann Arbor Arms and the newly formed Ann Arbor Arms Academy offer a wealth of information, products and classes on less than lethal options. Whether preparing for a defense situation where a gun cannot be an option or for the individual looking for alternative self-defense options, A4 has a comprehensive program to address personal protection needs. “A4 programs are for everyone interested in taking responsibility for their safety and that of their families. Being prepared with the knowledge, tools and skills to save a life makes our community safer as a whole” says Whitlock.

Ann Arbor Arms Academy is positioned to be the destination resource in Michigan for safety, survival and self-defense training courses. In addition to hands-on classes, A4 offers informational lectures and seminars that bring in top professionals from their respective survival and defense fields.  These lecture and seminar topics range from legal issues and child safety, to what responses are appropriate during an active shooter situation. A4 is meeting the needs of our community by providing quality instruction in a safe, fresh and professional environment!

the kite network is a local, nonprofit organization that provides community education and support to adults who are grieving the loss of a loved one. the kite network was formed to:

– lift the spirits and lives of those struggling with grief

– provide love and support

– help them live a full life after loss

Peer to Peer Grief Support: the kite network utilizes a unique peer-to-peer model through which community volunteers, who have themselves endured loss, are trained to provide compassionate support to individuals who have suffered a more recent loss. kite network Peer Counselors meet with their clients weekly to offer ongoing support and provide a model of hope for living a full life after loss. the kite network is currently accepting new clients including adults who have lost a child, spouse/partner, sibling, parent, or close friend. the kite network is always welcoming new Peer Counselors, and all services are offered free of charge.

Community Education: the kite network conducts educational programs for businesses, service providers, and community groups to build a community supportive of those in grief. Educational topics include how to create a workplace that is welcoming to those who have experienced a loss, what to say and what not to say to someone is grieving, and what to expect when you are grieving. Materials and presentations are available upon request.

For more information about the kite network please see our website at thekitenetwork.org, call us at 734-975-0238, or email info@thekitenetwork.org.

Together we can lift lives darkened by grief.