How does the advisor help clients – Key Takeaways:
• Greenfield/Lewis Investment Counsel is a trusted financial advisor with a strong reputation for excellence.
• They offer a wide range of financial services to help clients achieve their financial goals.
• With years of experience and a team of dedicated professionals, they are committed to providing personalized and comprehensive financial planning solutions.
• Clients can expect transparency, proactive communication, and unbiased advice from Greenfield/Lewis Investment Counsel.
Facts and Insights
Greenfield/Lewis Investment Counsel is a leading financial advisory firm that specializes in wealth management, asset allocation, and financial planning services. They provide a range of financial solutions to individuals, families, and businesses to help them achieve their financial goals and secure their financial future.
Their team of experienced advisors is dedicated to helping clients make informed financial decisions and offering innovative solutions tailored to their specific needs. They pride themselves on their commitment to understanding their clients’ unique financial situations and goals, and developing customized strategies to help them achieve their objectives.
Greenfield/Lewis Investment Counsel is also committed to staying abreast of the latest market trends and economic insights to provide their clients with the best possible investment advice and guidance. With a combination of expertise, experience, and a client-centric approach, they have established themselves as a trusted partner in helping clients build and preserve their wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 10+ years |
Financial Services Offered
Greenfield/Lewis Investment Counsel offers a range of financial services to help clients achieve their financial goals. Their services include:
- Wealth Management
- Asset Allocation
- Retirement Planning
- Estate Planning
- Tax Planning
- Risk Management
- Education Planning
- Business and Corporate Services
Client Types
Greenfield/Lewis Investment Counsel caters to a diverse group of clients, including:
- Individuals
- Families
- Business Owners
- Retirees
- High-net-worth Individuals
- Corporate Executives
Fees & Compensation
Greenfield/Lewis Investment Counsel follows a fee-only structure, which means they do not receive any commissions or third-party incentives for recommending specific products or services. This ensures that their advice is always unbiased and in the best interest of their clients.
The firm’s fees are based on a percentage of assets under management, which is a transparent and easy-to-understand structure. The fee percentage may vary based on the client’s portfolio size and complexity of their financial needs. Clients can also opt for hourly or project-based fees for specific services if it suits their needs better.
Background
Greenfield/Lewis Investment Counsel was founded in 2009 by John Greenfield and Robert Lewis, who have over 35 years of combined experience in the financial industry. The firm is based in New York, but they serve clients across the United States.
Their team of advisors holds various industry certifications and qualifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Financial Consultant (ChFC). The team’s expertise combined with the firm’s unwavering commitment to their clients’ success has earned them a reputation as one of the most trusted financial advisors in the industry.
Financial Advisor Disclosures to Know
Greenfield/Lewis Investment Counsel has a clean record with regulatory bodies such as the Securities and Exchange Commission (SEC) and Financial Industry Regulatory Authority (FINRA). They have no disclosures or disciplinary actions on record.
Additionally, the firm’s advisors have a fiduciary duty to act in their clients’ best interest at all times. This means they are legally obligated to provide unbiased and transparent advice and always prioritize their clients’ interests above their own.