LANTERN IN THE NEWS

  • 5/11/2016 - One-Participant 401(k) Plans

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  • 10/25/2015 - Investment Profiles of Senior Clients Can Be Misconstrued

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  • 09/30/2015 Make Your Client Relationship Personal and Keep It Compliant

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About Us

Lantern is a wealth management boutique with a national presence. We educate and guide our clients to manage risk, grow and preserve their wealth and work towards achieving their financial goals. We accomplish this by leveraging our in-depth bond expertise, smart technology and highly personalized service.

Lantern Investments our full-service broker, offers a wide-ranging selection of investment products and services to investors since 1993. As an industry-leading bond specialist, our mission is to find value for investors across the country. In order to find this value and to continue our responsibility of providing outstanding service to clients, in 2008 we launched Lantern Wealth Advisors LLC to offer fee-based asset management, wealth management, and financial planning services to affluent individuals. Mutually, both firms are dedicated and accountable to clients and strive to help them realize their financial goals using a personalized, comprehensive approach to wealth creation and preservation.

Our Four Pillars Of Client Service
Dedication | Accountability | Proactivity | Responsibility

Company Info

35 Pinelawn Rd., Suite 101E
Melville, NY 11747
Tel: 800.860.1010 or 631.454.2000
Email: Keith@lanterninvestments.com

OUR DISCLOSURE

Advisory services offered through Lantern Wealth Advisors, LLC., a registered investment advisor. Securities offered through Lantern Investments Inc., a registered broker dealer, Member FINRA, MSRB, SIPC.