How does the advisor help clients – Key Takeaways:
LEWIS M. WALLENSKY ASSOCIATES prides itself on being a leading financial advisory firm that helps clients navigate the complexities of the financial world. With a team of experienced financial experts and a range of services, they are dedicated to providing their clients with personalized and comprehensive solutions for their financial needs.
Facts and Insights:
In today’s fast-paced and ever-changing financial landscape, having a trusted advisor by your side is crucial. For over 25 years, LEWIS M. WALLENSKY ASSOCIATES has been providing top-notch financial services to individuals and businesses. With their extensive knowledge and expertise, they stay ahead of market trends and offer valuable insights to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 25 |
Financial Services Offered:
LEWIS M. WALLENSKY ASSOCIATES offers a wide range of financial services to help their clients achieve their goals. Some of the services they specialize in include investment management, retirement planning, estate planning, tax planning, and risk management. They also provide financial education and guidance to their clients to ensure they make informed decisions when it comes to their finances.
Client Types:
LEWIS M. WALLENSKY ASSOCIATES serves a diverse set of clients, including high-net-worth individuals, small businesses, and corporate executives. They understand that each client has unique financial needs and goals, and they tailor their services to meet those needs.
Fees & Compensation:
Transparency is key when it comes to fees and compensation at LEWIS M. WALLENSKY ASSOCIATES. They charge a percentage of the assets they manage or a flat fee based on the services provided. Their goal is to ensure that their clients receive the best value for their money, and they are committed to providing competitive and fair pricing.
Background:
LEWIS M. WALLENSKY ASSOCIATES was founded by Lewis M. Wallensky, a highly esteemed financial expert with over 35 years of experience in the industry. After working for several major financial institutions, Lewis decided to start his own firm with a focus on providing personalized and holistic financial solutions for his clients.
Financial Advisor Disclosures to Know:
As a SEC-registered investment advisor, LEWIS M. WALLENSKY ASSOCIATES adheres to strict compliance guidelines and disclosure requirements. They prioritize the best interests of their clients and are committed to maintaining transparency and integrity in all their dealings.