A complete list of active advisors currently associated with Lane Family Wealth Management

Warmer can help you find a great advisor at Lane Family Wealth Management or one who fits your needs even better.

Lane Family Wealth Management provides ongoing portfolio management to individuals, high‑net‑worth individuals, and corporations or business entities, tailoring an Investment Policy Statement to each client’s goals, tax situation, and risk tolerance. The firm delivers both discretionary and non‑discretionary advisory services and generally focuses on mutual funds, fixed income, real estate funds (including REITs), annuities, equities, ETFs (including precious‑metal ETFs), and inflation‑protected bonds. The firm’s investment process uses a mix of charting, cyclical, fundamental, and technical analysis and applies both long‑term and short‑term trading strategies while documenting risk tolerance and reviewing accounts monthly. Lane Family Wealth Management typically requests discretionary trading authority and provides clients with monthly custodian statements and quarterly written reports. Notable features include industry affiliations and outside business activities: principals are registered representatives of Private Client Services, LLC and are licensed insurance agents who may offer commissionable insurance or annuity products, a relationship the brochure identifies as a potential conflict of interest. The firm requires clients to use Charles Schwab Institutional for custody, does not aggregate block trades across accounts, recently acquired another advisory business, and manages over $140 million of discretionary assets under a single‑advisor supported model.

To learn more about the advisors currently working at Lane Family Wealth Management, 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.