The grassroots of L2 Wealth Management started over 45 years ago when Kent Lupton, Mark and Doug’s father, started his practice in 1974 and paved a path of exceptional professionalism and service for his clients until 2009. Then, Mark and Doug came to Northwestern Mutual and started their own practices; Mark in 2002, followed by Doug in 2016. On May 1, 2021, the brothers founded L2 Wealth Management with a vision to continue to grow the firm – both in size and expertise – to ensure we will be here for our clients for generations to come. In July of 2022, Mario Martinez joined L2 as a third partner, bringing 9 years of experience as a Northwestern Mutual advisor.
The L2 team is passionate about our profession and our communities. Some of the values we hold highest are service, integrity, and excellence – but ultimately, we value values. Collectively our team serves numerous non-profit, church, local business, and professional organizations. With our value of serving others in mind, we believe no client is too large or too small – everyone deserves expert advice and service as they pursue their financial goals. In addition to our local teams, we utilize the Northwestern Mutual Wealth Management Company and a large network of local professionals with whom we regularly collaborate.
No matter the size or complexity of your situation, L2 Wealth Management is prepared to be your guide throughout your financial journey.