Who We Serve

The specific type of client that finds value in working with our firm goes way beyond a particular demographic, net worth, or profession.  Rather, it’s a mindset.  Since we act as a personal Chief Financial Officer to our clients, overseeing all aspects of their finances, the clients that want to work with us (and us with them) desire a thorough partnership. Our clients realize the value that comes with having an independent, conflict-free partner to walk them though the day-to-day and long-term financial decisions in their lives. 

If you want a financial partner to help you build and protect your wealth and walk alongside you and your family for years and generations to come, then reach out to us.  It would be an honor to have you join the LSIA family.