REDEFINE

WEALTH MANAGEMENT

Redefining the Wealth Management Experience for Individuals, Families and Institutions

THE OLD WAY is EXACTLY THAT - OLD

For years, investment firms and banks have spent billions of dollars marketing “client-focused service” and “comprehensive solutions,” yet if you are like most, you’ve likely had a completely different experience. Overpromising and underdelivering. That way did not work for us, so we set out to change it. Out with the old way, in with the new way…The LSIA Way.

WHAT IS THE LSIA WAY

and why is it better for you?

YOU GET A PERSONAL CFO,

NOT JUST AN INVESTMENT ADVISOR.

The LSIA Way integrates all aspects of your financial life. The complexities of your finances extend beyond investments, so your advisor should have the ability and expertise to offer you more. We are redefining comprehensive.

YOU GET A CUSTOMIZED PLAN,

NOT AN OFF THE SHELF SOLUTION.

The LSIA Way includes a completely customized investment and financial plan for you. No two clients are identical, so we believe that no two solutions should be either. We are redefining customization.

YOU GET A FIRM BUILT FOR CLIENTS,

not corporate interests.

The LSIA Way is free from corporate influences and directives. Financial professionals don’t always put the interests of their clients first. We serve as your fiduciary and always make decisions that are in your best interest. We are redefining transparency.

YOU GET MORE FOR LESS,

NOT HIDDEN COSTS.

The LSIA Way provides value well beyond the assets we manage for you. Unlike much of the competition, our transparent and competitive fee includes guidance on all aspects of your finances, not just your investments. We are redefining value.

REDEFINING

Are you ready to leave the old way behind

and experience a new way?

WHY THE

REDWOOD?

Redwoods are extraordinary trees, but it’s what’s beneath the surface that is most impressive.

They grow very close together and have survived for thousands of years because their roots intertwine with the roots of their fellow Redwoods, sharing stability, nutrients, and water. These roots are an army of soldiers, standing guard with interlocked arms, supporting each other, and preventing life’s adversaries from knocking them down. It’s this strong foundation that allows the Redwood to withstand the elements and last the test of time.

This reflects LSIA’s philosophy that a proper financial plan is strongest when it’s customized to incorporate all the interwoven aspects of your life. Our goal is to work together to help keep your financial ecosystem in harmony, making sure changes and setbacks don’t cause disruption.

When you work with LSIA, we create a comprehensive plan for your financial future. A plan that is as solid as the mighty Redwood.

Wealth Management

WHY THE

REDWOOD

Redwoods are extraordinary, but it’s what’s beneath the surface that is most impressive.

They grow very close together and have survived for thousands of years because their roots intertwine with the roots of their fellow Redwoods, sharing stability, nutrients, and water. These roots are an army of soldiers, standing guard with interlocked arms, supporting each other, and preventing life’s adversaries from knocking them down. It’s this strong foundation that allows the Redwood to withstand the elements and last the test of time.

This reflects LSIA’s philosophy that a proper financial plan is strongest when it’s customized to incorporate all the interwoven aspects of your life. Our goal is to work together to help keep your financial ecosystem in harmony, making sure changes and setbacks don’t cause disruption.

When you work with LSIA, we create a comprehensive plan for your financial future. A plan that is as solid as the mighty Redwood.