A complete list of active advisors currently associated with LTS Wealth Management
Warmer can help you find a great advisor at LTS Wealth Management or one who fits your needs even better.
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.
To learn more about the advisors currently working at LTS 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.
Name |
Location |
Years of experience |
|---|---|---|
Syracuse, NY
| 0
|
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