A complete list of active advisors currently associated with South Lane Wealth Management LLC
Warmer can help you find a great advisor at South Lane Wealth Management LLC or one who fits your needs even better.
South Lane Wealth Management LLC provides fee-based wealth management and ongoing portfolio management for individuals and small businesses, and it also offers pension consulting and 401(k) plan sponsorship for employer-sponsored plans. The firm manages both qualified and non-qualified accounts and makes available private lending opportunities and investments in privately held closed‑end funds for commercial real estate. The firm documents client objectives and constraints in a written Investment Policy Statement and typically manages accounts on a discretionary basis with monthly reviews. Its analytical approach combines charting, fundamental and technical analysis, and it employs a range of strategies from long‑term investing to short‑term trading and options writing using equities, bonds, ETFs and REITs. Compared with many solo independent advisers, South Lane provides institutional-type services by advising and monitoring pension and profit‑sharing plans and recommending money managers and other plan service providers. The firm’s principal is also licensed to sell insurance products (including term and whole life, universal and variable life, long‑term care, and annuities) and the firm originates private loans and participates in private real‑estate investments, activities disclosed as potential conflicts to be managed alongside its advisory services.
To learn more about the advisors currently working at South Lane Wealth Management 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.
Name |
Location |
Years of experience |
|---|---|---|
Ringoes, NJ
| 15
|
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