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
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
Retirement income strategies
Income tax planning
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
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.
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.
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
Valerie focuses on the development, implementation, and review of comprehensive financial plans including cash flow analysis, retirement planning, and trust and estate considerations.
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.
Marc assists with the development, implementation, and monitoring of investment portfolios. Prior to LWS, Marc provided asset manager due diligence to institutional investors.
With more than 15 years of experience in financial services, Carla manages clients' day-to-day operational needs including private banking services and liaising with client account custodians.