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Canvasback Wealth Management, LLC emerged from the desire to change the advisor/client relationship.  We use your personal benchmark as the basis for your financial plan and investment strategy.  By focusing on your personal benchmark we help you avoid the typical investor mistakes: market timing, loss aversion, risk aversion, herding, recency bias, over analyzing, and procrastination just to name a few.  Whether you decide to partner with us or continue your present situation our sincere hope is that we spark a different kind of dialogue.    

At Canvasback Wealth Management we look to build relationships with clients that last a lifetime not a market cycle.  We want to work with clients who view wealth management as a family endeavor.  More than anything we want clients we enjoy working with regardless of account size.  

Thank you for taking the time to learn a little about Canvasback Wealth Management.  If you would like to learn about your personal benchmark or simply want your portfolio reviewed with no obligation please contact Brannon T. Lambert at 984-232-8242 or  
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  This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 512-697-6000.

This communication is strictly intended for individuals residing in the state(s) of NC and VA. No offers may be made or accepted from any resident outside the specific states referenced.

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