Services

Overview

Can you imagine a successful, profitable corporation without an educated, experienced CFO (Chief Financial Officer)? Personal wealth management also requires skills and training, as well as considerable time and thought. Buying a stock or mutual fund you learned about from a friend, infomercial, or financial publication is quite different from a long-term, effective wealth management plan encompassing the proverbial “big picture." Entrust your portfolio to professionals who know the industry intimately, are skilled asset managers, and can make your assets work for you.

Whether you are just starting to build wealth, acquired it through inheritance, or nurtured its growth through many years of hard work, our team of financial advisors and independent consultants will help you customize a personal financial plan. At Lantern Wealth Advisors, we have a variety of solutions and strategies designed to help you accumulate, preserve, and transfer wealth to future generations. The Private Client Group at Lantern Wealth Advisors welcomes the opportunity to serve as your personal CFO!

Who's guiding you? Call 800-374-4212 to schedule a personal appointment.

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.