top of page
shutterstock_796867324.jpg

SCHEDULE A FREE PORTFOLIO CONSULTATION

Let's Make Sure Your Portfolio is on Track to Meet Your Goals

At Local LPM, we view ourselves as more than property managers. We're portfolio advisors. Our mission is not just to maintain your property, but to actively enhance the value and performance of your investments to build your wealth.

PLEASE FILL OUT YOUR INFORMATION BELOW

We are excited to help you build your wealth and achieve your goals. Once this form is complete, Megan, Dix's assistant will reach you to confirm your appointment and provide you with a link to a cloud based spreadsheet he needs you to fill in 48 hours prior to your appointment in order to prepare for your portfolio advice meeting. 

Our portfolio advisor Dix Densley is able to meet for annual portfolio reviews Monday-Friday between 8:00am and 4:00pm. Please select your top three preferences for a meeting:

We will not share or sell customer information to any third party and SMS consent will not be shared at all. View our privacy policy here.

Thank you! We are excited to help you build your wealth and achieve your goals. Megan, Dix's assistant will reach you to confirm your appointment and provide you with a link to a cloud based google spreadsheet he needs you to fill in 48 hours prior to your appointment in order to prepare for your portfolio advice meeting.

bottom of page