Michael Lambrecht
Pleasanton, CA
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We think of ourselves as the Benjamin Graham disciples, with nearly 100 years of collective experience helping clients with their financial future. Meet our team driven by discipline and experience, striving to provide you with the most dedicated investment advice possible.
“I’ve made it a priority to understand each client’s unique needs and goals, ensuring they feel heard and supported every step of the way. It’s not just about providing a service—it’s about creating a partnership based on trust, reliability, and mutual respect.”
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Get to know Michael
Michael Lambrecht is a seasoned Wealth Manager based in Pleasanton, California, with a financial career that spans over four decades. Since beginning his journey in the industry in 1982, Michael has dedicated his work to building strong, lasting relationships with his clients, rooted in trust, personalized guidance, and a keen understanding of their unique financial goals.
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His expertise encompasses a wide range of financial areas, including institutional finance, asset allocation, investment planning, and risk management. By combining these skills, Michael seeks to ensure that his clients’ portfolios are strategically designed to achieve an optimal balance between growth and protection.Â
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Michael's approach is deeply client-centered, offering tailored solutions that address the diverse needs of individuals, families, and businesses. His commitment to fostering financial confidence and security has made him a trusted partner for many, guiding them toward achieving their financial aspirations with clarity and peace of mind.
I began my career in fixed income sales and trading on Wall Street in 1982, gaining valuable experience in the fast-paced world of finance.
My areas of expertise include portfolio investing and risk management using stocks, bonds, and options.Â
As a financial advisor, I work closely with institutional clients to provide tailored investment strategies that align with their goals and long-term objectives. Whether it is managing portfolios, optimizing asset allocation, or navigating market complexities, my focus is on delivering solutions that drive growth and stability.
I focus on tax planning and optimization because they are crucial aspects to consider when managing your finances. By strategizing efficient ways to minimize tax liabilities and maximize savings, my clients can plan for the future. Additionally, I also help clients with retirement planning, Investment management, and cash flow planning because they are essential for maintaining a healthy financial balance.
I help clients with strategies like asset allocation, fixed income total return strategies, covered call writing, and managing concentrated positions.
I uniquely specialize in risk management by leveraging individual stock and index options, providing clients with tailored strategies designed to help protect their portfolios while maximizing potential opportunities.
I’m passionate about building personal relationships based on the trust clients have placed with me.Â
Ancora West Advisors, LLC dba Universal Value Advisors (“UVA”) is an investment advisor firm registered with the Securities and Exchange Commission. Savvy Advisors, Inc. (“Savvy Advisors”) is also an investment advisor firm registered with the SEC. UVA and Savvy are not affiliated or related.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
