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Meet Kathleen E. Lach, Lach Wealth Management

Tell us about your company:

My team and I are dedicated to providing comprehensive advice that protects wealth and fosters growth while addressing the unique priorities and values of each client.

What motivated your organization to get involved with NAWBO?

Friends of mine who were active in the leadership of NAWBO invited me to a few meetings. There was an opportunity to lead the Program Committee which offered me a Board position. I've enjoyed every minute of my involvement and the new friends I've made. I support NAWBO financially now to help ensure that women business owners have the resources they need for growth and sustainability. NAWBO provides those resources.

What does your company offer NAWBO members and why is this important to them?

My practice focuses on the management of investments, lending, insurance and wealth transfer to the next generation or charity. My clients who are Business Owners need support on this type of planning. They find it difficult to focus on their own goals while they're running their operation and taking care of their clients and workforce.

What is the one best practice you've learned from working with businesses in your company that our members should know? 

Leverage your friendships for feedback and connections to help you get to your business goals. NAWBO is a sisterhood and allows you to have more of those important friends.