Our Story – Deep Roots, Clear Vision
As an attorney and Certified Financial Planner (CFP®), Lance brings more than two decades of experience spanning investment management, estate planning, agriculture, oil and gas, and the practice of law. He founded Canadian River Wealth Management & Consulting to provide personalized investment management and comprehensive financial guidance—helping individuals, families, and business owners coordinate investments, retirement, estate and legacy planning, and life’s biggest financial decisions with confidence.
WHY CANADIAN RIVER WEALTH MANAGEMENT
Sound financial decisions come from seeing the bigger picture. Rather than focusing on investments alone, we consider all the pieces of your financial life—including retirement, estate and legacy planning, and long-term wealth management—so your plan works together with purpose. Our commitment is to deliver personalized guidance, thoughtful advice, and relationships built to last.
Holistic Financial Planning & Asset Management
At some firms, financial planning consists of having a client fill out a questionnaire and then feeding the answers into a software program, which then spits out superficial, generalized solutions. We don’t think that’s acceptable. We may start there, but we certainly don’t stop there because each of our clients is unique. We carefully tailor our solutions and processes to each client’s specific needs and goals.
And while we provide comprehensive financial planning, we recognize that receiving too much information and guidance at once can create overwhelm and paralysis—the exact opposite of what clients need.
That’s why we focus on identifying areas of greatest immediate need and prioritizing the delivery of solutions. Of course, we provide our clients with a comprehensive road map to help you achieve all of your goals. And we assist you as much or as little as you wish with the implementation of our recommendations.
Thoughtful Investment Management
Every investment recommendation begins with understanding what you want to accomplish. Before making decisions, we take time to understand your goals, priorities, time horizon, and comfort with risk so your investment strategy is built around you—not the other way around.
Our responsibility extends beyond selecting investments. We believe thoughtful investment management means exercising sound judgment, communicating openly, and always placing our clients’ interests first. It’s an approach built on trust, professionalism, and long-term relationships.
What You Can Expect
When you work with Canadian River Wealth Management & Consulting, you can expect advice that’s personalized, thoughtful, and centered on your goals.
We believe in building long-term relationships through clear communication, careful planning, and disciplined investment management. As an independent fiduciary firm, our recommendations are made with one purpose in mind: helping you make informed financial decisions with confidence.
Whether we’re managing investments, planning for retirement, or coordinating estate and legacy considerations, we’re committed to providing guidance that’s practical, transparent, and tailored to your unique circumstances.
- Independence. As an independent firm, the work we perform for clients is untainted by any obligation or sense of loyalty to providers of financial investment products.
- Loyalty. Our duty is to our clients alone. We are not beholden to any investment or insurance company.
- Diligence. Every security or financial planning decision we make is based on our expertise, careful research using company reports, third-party research and other information, and results from our quantitative modeling. Our team engages in ongoing study and professional training to support our recommendations and investment decisions.
- Disclosure. At CRWM, we take every precaution to avoid conflicts or the appearance of conflicts. When conflicts cannot reasonably be avoided, we disclose them prominently and in plain language. We adhere to the strictest guidelines of effective disclosure.