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Financial Security Through Expertise and Compassion

L2 Wealth Management delivers value and earns trust by helping solve our clients’ needs with our significant investment, tax efficient planning, and risk management expertise. We foster a positive and strong team culture where each team member thrives. Our team, our expertise, and our process allow us to gain a thorough understanding of our clients’ goals and desires, enabling us to deliver unique and custom-tailored strategies and tools designed to turn our clients’ dreams into reality.

Award winning

Mark Lupton has been recognized by Forbes as a best-in-state wealth advisor and one of the top financial security professionals in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.

Forbes Best-In-State Wealth Advisors 2024
Forbes best-in-state wealth advisors 2023
Forbes Top 100 financial security professionals 2022
Forbes top financial security professionals 2021

Forbes "Best-in-State Wealth Advisors" list (April 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2023. Forbes Top Financial Security Professionals list (July 2022). Research and ranking provided by Shook Research. Based upon data as of 12/31/2021. Forbes Top Financial Security Professionals list (October 2021). Research and ranking provided by Shook Research. Based upon 2020 data. Forbes "Best-In-State Wealth Advisors" list (April 2023), research and ranking provided by Shook Research, LLC. Based upon data as of 6/30/2022. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.