Through our collaboration with Oppenheimer & Co.’s Professional Alliance Group (PAG) and Barth Financial Advisors, LLC, you have access to a team dedicated to keeping up-to-date with current tax requirements and marketplace changes.
Wealth Advisory Services
Protect your family, your assets and your legacy
Whether you have accumulated your wealth through owning a business or through other successful business ventures, inheritance or investments, you’ll want to create a plan that preserves it.
LSL Wealth Advisors, LLC, a business entity of Lance Soll & Lunghard, LLP, have strategic alliances with Oppenheimer & Co. and Barth Financial Advisors, LLC , to help you feel more resilient and confident about your future.
Who We Work With
Our Solutions
Feel more resilient and confident about the future.
Our wealth management includes a review of your personal and business investments to provide a customized plan to help manage your assets based on your risk tolerance and time horizon.
How LSL works with Oppenheimer to preserve your wealth and meet future goals
The Professionals Alliance Group (PAG) of Oppenehimer provide LSL clients access to Oppenheimer Asset Management Inc.’s (OAM) wide range of wealth management products and services and an experienced team of professionals who are dedicated to building tailored investment strategies based on your needs and objectives.
Benefits to you when working with LSL & Oppenheimer:
Customized tax & planning solutions combined with investment capabilities
Asset protection strategies with Barth Calderon
In addition, our clients have access to legal services, including asset protection strategies, provided by the sister company to Barth Financial Advisors, LLC, BarthCalderon LLP. Contact your partner to explore how we can handle your wealth management needs.
