Professional Wealth Services
Our team is a diverse group of best-in-class specialists dedicated to creating smart investment solutions for our clients. We are an independent Registered Investment Advisor (RIA) that currently manages over $4 billion as our clients’ fiduciary. We are nationwide with resources located in key areas across the United States. We create asset allocation and financial plans designed to maximize our clients’ life and legacy. We are analytical, passionate, and savvy.
Common Interests, Shared Trust
As a fiduciary, you, the client, always comes first. All of our solutions are designed to serve your best interests. Once you become our client, we consider you part of our family. Our plans are customized, forward-thinking, and connect the dots between tax strategies, estate planning, and investing.
Forward
Thinking
Data
Gathering
Building
Objectives
Consultative
Planning
Adapt
Monitor
Adjust
The L-MAP
Always on Your Side
We are passionate and skilled at tailoring solutions for our clients’ needs.
Our team is broad and deep enough that we can select precisely the right specialists for each unique challenge. We leverage data and technology to model and monitor portfolios and plans. We are continually upgrading our knowledge by attending and hosting conferences to ensure we are at the forefront of our industry.
YEARS IN BUSINESS
EMPLOYEES
BILLION DOLLARS MANAGED
OFFICES NATIONWIDE
- AZ
- CA
- CO
- FL
- GA
- IL
- MD
- NV
- NY
- TX
- WA
News & Press
“5 Things Every CEO Should Know About Navigating The World Of Finance” With Michael Karsa
IRA vs. 401(k): 9 ways these popular retirement plans differ featuring Michael Burke
“Female Leader of Finance” Alexandra Browne shares educational insights on financial literacy, successful women, and gaining knowledge
IRA vs. 401(k): 9 ways these popular retirement plans differ featuring Michael Burke
Published 02-13-2020
LIDO AUDIO
Lido’s Greg Kushner discusses optimal financial strategy.
