Lance Lipset, CFP®
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.
As Wealth Advisor to high net worth families, Lance is responsible for the development of investment policy statements and investment portfolio management, as well as the creation and monitoring of comprehensive financial plans.
Lance began his work at Merrill Lynch’s global headquarters where he headed a wealth management group serving high net worth families, corporations and non-for-profits. Lance also served as a mentor within Merrill Lynch’s financial advisor training program.
As a testament to his focus on sophisticated financial strategies, Lance was awarded the CERTIFIED FINANCIAL PLANNER™ certification by the Certified Financial Planner Board of Standards, Inc; the “gold standard” for competency and ethics in financial services.
Lance served on the board of trustees of the Our House Foundation, providing housing and employment services to individuals with developmental disabilities. He is a graduate of the University of Maryland.