Benjamin Lewinter is a Series 65-licensed advisor at Lewinter Wealth Advisors, LLC with experience beginning in 2026. Prior to joining the firm, he worked at Palantir Technologies and held positions at Capital One, Fiserv, Columbia Engineering, and Accenture. Lewinter Wealth Advisors serves individuals, high-net-worth clients, business owners, trusts, estates, and endowments, managing approximately $162 million for about 85 clients. The firm employs a long-term, fundamentals-based investment approach centered on asset allocation and diversification, maintaining discretionary authority and conducting regular account reviews.

David Lewinter is a ChFC® with 15 years of industry experience. He has been the managing member of Lewinter Wealth Advisors, LLC since 2010 and was self-employed from 2008 to 2020. The firm advises individuals, high-net-worth clients, business owners, trusts, estates, and endowments, offering discretionary portfolio management, financial planning, and recommendations for third-party advisers and web-based retirement platforms. It emphasizes a long-term, fundamentals-based investment approach centered on asset allocation, diversification, and portfolios constructed around written Investment Policy Statements with regular monitoring.