Broker Check

4885 N. Wickham Road
Suite 109
Melbourne, FL 32940
321-254-8680 Office
321-610-1868 Fax

L. C. Warren Group

As an independent wealth management firm, we guide our clients, helping them to preserve and grow their assets over multiple generations. We specialize in advising individuals and their families specifically in the areas of retirement planning and wealth transfer. Our goal is to help our clients pass on a legacy to their loved ones.

Through our investment management programs, we create tailored solutions to meet our clients’ individual needs. Because we want to protect our clients’ hard-earned assets, we believe in a conservative investment approach focused on capital preservation.

We hold ourselves to the highest levels of integrity and accountability to ensure that we are doing our absolute best for each and every one of our clients. We feel privileged to work with the families who come to us for wealth planning and are passionate about making their lifelong dreams come true.

Helpful Content

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."