© 2017 by LWS Wealth Advisors, Inc.

LWS Wealth Advisors, Inc. WEBSITE LEGAL DISCLOSURE and PRIVACY POLICY

 
LWS WEALTH ADVISORS PROVIDES FINANCIAL PLANNING & ASSET MANAGEMENT SERVICES
TO HIGH NET WORTH INDIVIDUALS

WE SIMPLIFY COMPLEX FINANCIAL LIVES

 

LWS challenges herd mentalities, offering a new direction for those tired of the sameness offered by Wall Street. 

Our commitment is to understand your complete financial picture, and consistently deliver solutions reflective of your evolving needs. 

We take great pride in our highly attentive and detail-oriented approach to wealth management,

delivered with proactive communication, personalized service and industry leading technology.

COMPREHENSIVE FINANCIAL PLANNING AND ASSET MANAGEMENT SOLUTIONS

WEALTH MANAGEMENT SERVICES

WEALTH ACCUMULATION

 

We craft strategies reflective of your long term goals, yet mindful of the short term risks and opportunities that arise along the way, addressing:.

  • Comprehensive asset allocations

  • Concentrated positions and executive compensation packages

  • Monetization of privately held businesses

  • Cash-flow planning and cash management

  • Liability management

  • Retirement income strategies

  • Income tax planning

WEALTH PRESERVATION

 

We view risk management as the key ingredient not only in preserving capital, but in growing capital as well. Our services include:

  • An extensive analysis of your risk appetite and the development of a prudent corresponding strategy

  • Introducing asset classes with historically low-to-negative correlations

  • Utilizing hedging strategies where appropriate to further diversify exposures

  • Identifying and managing the taxability of the overall financial plan

  • Addressing inflationary pressures on lifestyle and income objectives

  • Working closely with insurance professionals to ensure proper levels of coverage 

WEALTH
TRANSFER

We support client efforts to ensure that the wealth transfer process has a beneficial impact on future generations, passing not just monetary value but the unique goals and values of the family. We incorporate:

  • Multigenerational wealth transfer strategies

  • Charitable giving strategies

  • Next generation financial education and financial planning

  • Asset and income replacement strategies

  • Business succession planning

 

 
SYNCHRONIZED FINANCIAL MANAGEMENT DELIVERED BY YOUR DEDICATED SINGLE POINT OF CONTACT

FAMILY OFFICE SERVICES

An extension of our wealth management practice, LWS Family Office Services offers a fully coordinated experience across all facets of your financial picture, streamlining the complexities and responsibilities that come with significant wealth.

We work closely with accountants and attorneys to mesh planning with execution in a collaborative relationship designed to maximize our client's experience and success.

 

STEWARDSHIP

LWS Wealth Advisors, Inc. was founded under a simple yet resolute tenet that the client's interests must always come first.

As banks and brokerage houses commingled traditional wealth management with high stakes revenue sources, LWS was structured as an advice-based, client-centric environment without ownership ties to Wall Street.

 

The LWS platform offers comprehensive planning, unbiased advice, and the security of a multi-trillion dollar custodian.

 
 

ABOUT US

lance_small.jpg
Lance Lipset, CFP®
Managing Principal
Wealth Advisor

Lance is the founder & Managing Principal of LWS Wealth Advisors, Inc. In this role, Lance oversees the strategic direction of the firm’s wealth management and family office practices. More on Lance

Marc Lescarret, CFP®
Wealth Advisor

Marc assists with the development, implementation, and monitoring of investment portfolios.  Prior to LWS, Marc provided asset manager due diligence to institutional investors.

Gregg Cohen
Director of Fixed Income
Wealth Advisor

As a Wealth Advisor, Gregg utilizes extensive capital markets experience to implement a disciplined approach to investment management and the creation of comprehensive financial plans.

More on Gregg

Valerie Downs, CFP®
Wealth Advisor

Valerie focuses on the development, implementation, and review of comprehensive financial plans including cash flow analysis, retirement planning, and trust and estate considerations. 

Linda Ferreira
Client Service Associate

With more than 25 years of experience in financial services, Linda manages clients' day-to-day operational needs including private banking services and liaising with client account custodians.

CONTACT US

Principal Office

94 South Finley Avenue 

Basking Ridge, NJ 07920

Tel: (908) 630-9237

TF:  (888) 757-1099