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 has served on a variety of boards and committees for non-profit organizations and currently serves as a volunteer first responder.