A complete list of active advisors currently associated with L&S Private Wealth, LLC

Warmer can help you find a great advisor at L&S Private Wealth, LLC or one who fits your needs even better.

L&S Private Wealth provides investment management, financial planning, advanced planning, retirement plan consulting, and fractional family office services for individuals, trusts, estates, corporations and employee benefit plans. The firm reports discretionary management of client assets and offers both project-based and ongoing planning engagements alongside implementation services and coordination with outside professionals. Investment decisions are guided by a disciplined, long-term, asset-allocation framework derived from Modern Portfolio Theory, with tactical rebalancing and a mix of fundamental, cyclical, technical and behavioral analysis. Portfolios are constructed using mutual funds, ETFs, structured notes, alternatives and third‑party sub‑advisers and are typically managed on a discretionary basis using model strategies; the firm also describes a client‑coach role to help temper behavioral reactions to market moves. What distinguishes L&S from many peers is its explicit offering of fractional family office services — including a premium tier with private equity administration, cybersecurity and personal security assessments, family governance facilitation, and complex estate and tax coordination — subject to a $25 million net‑worth threshold. The firm is also newly formed yet manages a meaningful asset base, operates alongside an affiliated insurance agency, and uses sub‑adviser/platform arrangements and custodian programs that provide third‑party services to the firm, all of which are notable for a small advisory team.

To learn more about the advisors currently working at L&S Private Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.