LTS Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
LTS Wealth Management provides tailored investment advisory and financial planning services to individuals, families, and small businesses, offering both discretionary and non-discretionary portfolio management, asset allocation, and implementation across equities, fixed income, mutual funds, and ETFs. Financial planning services — which can be delivered as part of an AUM relationship or as separate, hourly engagements — address retirement planning, tax-efficient strategies, budgeting, college planning, and basic estate considerations.
The firm describes an investment process that combines quantitative and qualitative methods, including fundamental, macroeconomic, cyclical, special-situation, and technical analysis, with a strategic asset-allocation framework and a long-term orientation while permitting tactical adjustments. It also integrates tax-aware practices where appropriate and may employ limited options strategies (covered calls and protective puts) for income or downside management in suitable client accounts.
Notable aspects of the practice include its recent formation and modest disclosed assets under management ($16,495 as of December 31, 2025) and the principal’s continued professional roles in public education and service on the New York State Teacher Retirement System delegation and pension committee, which may inform experience with pension-plan issues and education-sector clients. The brochure also discloses a willingness to provide discounted or pro bono services and to work with small-business clients, indicating flexibility in serving community-oriented or nonstandard client arrangements.
Client services
Expertise
Fee options
Maximum 1.25% annually, negotiable and may be lower
Financial planning fees typically $150 to $300 per hour, negotiated in some cases
Main office
120 E Washington Street Suite 415
Syracuse NY 13202
Advisors at this office
1
Most active in
New York
Also doing business as
Long Term Solutions Wealth Management, LLC · Lts Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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