About Luparius
About Us
About Us
Effective Date: 08/22/2024
You have to maintain a sense of wonder. You have to keep an eye out for the funny things in life. We believe, when you form human connections, you embrace life. That’s our philosophy.
Our team is dedicated to serving clients’ needs. We’re independent, which means you’re not alone—we’re here to help you with your goals. And the values we adhere to ensure you’ll always come first.
Effective Date: 08/22/2024
You have to maintain a sense of wonder. You have to keep an eye out for the funny things in life. We believe, when you form human connections, you embrace life. That’s our philosophy.
Our team is dedicated to serving clients’ needs. We’re independent, which means you’re not alone—we’re here to help you with your goals. And the values we adhere to ensure you’ll always come first.
You have to maintain a sense of wonder. You have to keep an eye out for the funny things in life. We believe, when you form human connections, you embrace life. That’s our philosophy.
Our team is dedicated to serving clients’ needs. We’re independent, which means you’re not alone—we’re here to help you with your goals. And the values we adhere to ensure you’ll always come first.
Meet the President and CEO.
“Hi! I’m Keith. It’s nice to meet you!”
Hiring a financial advisor is an important decision. It’s kind of like choosing a doctor or a car mechanic. An honest relationship with clear communication is essential for everyone involved to achieve the best outcome for your financial future. I will listen to your needs and go at your pace to reach your goals.
So, who am I? Well, I am definitely not a suit-and-tie-kind-of-guy. If that’s really important to you, I’m probably not the right fit. When we meet, I’ll most likely be wearing Levi’s and rolling up to our appointment in my Jeep. I like to keep things “real,” and with me, what you see is what you get. I can make one promise to you, I’ll shoot it to you straight when it comes to our work together.
I’ve been in this business for 28 years. Prior to my financial career, I grew up in construction and did manual labor --- I learned about hard work and the dirt and sweat that goes into building a solid foundation. That work ethic has stayed with me as I work hard to help clients build a solid financial foundation for their future.
When I am not working, you can find me with my wife Lynn, seven grown children and nine grandkids. We might even be tearing it up in our Jeep on a mountain adventure or just enjoying a beer with friends.
~ Keith
Meet the President and CEO.
“Hi! I’m Keith. It’s nice to meet you!”
Hiring a financial advisor is an important decision. It’s kind of like choosing a doctor or a car mechanic. An honest relationship with clear communication is essential for everyone involved to achieve the best outcome for your financial future. I will listen to your needs and go at your pace to reach your goals.
So, who am I? Well, I am definitely not a suit-and-tie-kind-of-guy. If that’s really important to you, I’m probably not the right fit. When we meet, I’ll most likely be wearing Levi’s and rolling up to our appointment in my Jeep. I like to keep things “real,” and with me, what you see is what you get. I can make one promise to you, I’ll shoot it to you straight when it comes to our work together.
I’ve been in this business for 28 years. Prior to my financial career, I grew up in construction and did manual labor --- I learned about hard work and the dirt and sweat that goes into building a solid foundation. That work ethic has stayed with me as I work hard to help clients build a solid financial foundation for their future.
When I am not working, you can find me with my wife Lynn, seven grown children and nine grandkids. We might even be tearing it up in our Jeep on a mountain adventure or just enjoying a beer with friends.
~ Keith
QUICK LINKS
Advisory services through Retirement Wealth Advisors, LLC (RWA), an SEC Registered Investment Advisor. Luparius Asset Management & Brokerage, LLC and RWA are not affiliated. This Email is being sent by or on behalf of a Registered Investment Advisor. It is intended exclusively for the individual or entity to which it is addressed. This communication may contain information that is proprietary, privileged, or confidential, or otherwise legally exempt from disclosure. If you are not the named addressee, you are not authorized to read, print, retain, copy or disseminate the Email or any part of it. If you have received this Email in error, please notify the sender immediately by Email or fax, and destroy all copies of this communication. Please be advised that you may conduct securities transactions only by speaking directly with your Investment Advisor Representative either by phone or in person. Requests for securities transactions via email will not be executed by Retirement Wealth Advisors, LLC To help protect your privacy, we strongly suggest you avoid sending sensitive information, such as account numbers and social security numbers via Email. Please be further advised that, pursuant to the Bank Secrecy Act, the USA PATRIOT ACT, and similar laws, any communication in this email is subject to regulatory, supervisory, and law enforcement review.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 20484 - 2020/10/9
Advisory services through Retirement Wealth Advisors, LLC (RWA), an SEC Registered Investment Advisor. Luparius Asset Management & Brokerage, LLC and RWA are not affiliated. This Email is being sent by or on behalf of a Registered Investment Advisor. It is intended exclusively for the individual or entity to which it is addressed. This communication may contain information that is proprietary, privileged, or confidential, or otherwise legally exempt from disclosure. If you are not the named addressee, you are not authorized to read, print, retain, copy or disseminate the Email or any part of it. If you have received this Email in error, please notify the sender immediately by Email or fax, and destroy all copies of this communication. Please be advised that you may conduct securities transactions only by speaking directly with your Investment Advisor Representative either by phone or in person. Requests for securities transactions via email will not be executed by Retirement Wealth Advisors, LLC To help protect your privacy, we strongly suggest you avoid sending sensitive information, such as account numbers and social security numbers via Email. Please be further advised that, pursuant to the Bank Secrecy Act, the USA PATRIOT ACT, and similar laws, any communication in this email is subject to regulatory, supervisory, and law enforcement review.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 20484 - 2020/10/9