A complete list of active advisors currently associated with Luesink Stenstrom Financial
Warmer can help you find a great advisor at Luesink Stenstrom Financial or one who fits your needs even better.
The firm serves individuals — including high‑net‑worth clients — as well as families, trusts and small businesses, offering holistic financial life planning, financial transition planning, and ongoing wealth management. Engagements range from fixed‑scope planning projects to discretionary portfolio management and implementation support coordinated with clients’ other advisors. The firm’s process emphasizes integrated planning that addresses both the technical and personal sides of money, with a structured, multi‑meeting approach to life transitions in which advisors act as a thinking partner. Investment management combines index‑based and active strategies with diversified asset allocations that can include commodities, gold and real estate, periodic rebalancing, tax‑aware considerations, and the selective use of third‑party research and sub‑advisors. Noteworthy aspects include formal training and certification in financial transition work (Certified Financial Transitionist and related credentials) and a dedicated coaching program for women navigating major life changes, with the firm willing to accept clients for transition‑only engagements. The firm operates with a small advisor team and a relatively limited client roster, and offers a mix of fixed‑fee planning, subscription wealth services, and traditional AUM‑based management.
To learn more about the advisors currently working at Luesink Stenstrom Financial, 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 |
|---|---|---|
New York, NY
| 5
| |
New York, NY
| 5
|
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