Skip to main content
menu
  • Home
  • About
    • About Life&Wealth® Advisors
    • About the Team
    • What Makes Us Different?
    • How I Discovered My Mission in Life
    • Disclosures
  • Our Approach
    • LEAP™
    • Life Event Prioritizer
    • Our Relationship
  • The One Plan™
    • The One Plan™ - for Business Planning
    • The One Plan™ - for Retirement Planning
    • The One Plan™ - for Estate Planning
  • Resources
    • Financial Calculators
    • Useful Links
    • Articles
  • Contact
  • Client Portal

The One Plan Profile

Call or Write

Gary P. Gardner, President

Contact

(925) 937-7800 
president@lwadvice.com

1399 Ygnacio Valley Blvd, Suite 29 
Walnut Creek, CA 94598

 

Office Hours

Monday - Friday | 8:30am to 4:00pm

 

                                                                 Disclosures

  Form CRS   |  Form ADV Part 2A   |   LWA Legal Disclosure  |  OAFS Legal Disclosure

© 2025 Life&Wealth® Advisors All rights reserved.