WE ARE A HOLISTIC FINANCIAL PLANNING AND WEALTH MANAGEMENT ORGANIZATION FOCUSED ON PROVIDING CLIENTS WITH INDIVIDUALIZED SOLUTIONS THAT CREATE FLEXIBILITY AND OPTIONALITY FOR THEIR FINANCIAL WELL BEING.
OUR PHILOSOPHY
- PLAN YOUR FUTURE
- PROTECT YOUR FAMILY
- GROW YOUR WEALTH
- MAXIMIZE YOUR LEGACY
- MINIMIZE YOUR TAXES
OUR SERVICES
THE GREATEST SOURCE OF FINANCIAL ANXIETY IS THE LACK OF A PLAN. OUR PLANNING = YOUR PEACE OF MIND
OUR PROCESS
LWS FINANCIAL PROVIDES AN EXCEPTIONAL LEVEL OF UNDERSTANDING AND EXPERIENCE. NAVIGATING SOPHISTICATED MARKETS IN A WAY THAT MAKES SENSE. MAKING THE COMPLICATED SIMPLE.
The most satisfying thing for me is that our clients are in a far better situation after we work with them than before they came to us.
Lee Weinstein, Founder
AWARDS & METRICS
Over50
years of investment experience
more than$250M
in assets under management
Over$1B
of life insurance protection placed