Foundations Built on

Family Values

Your Family values are the foundation that your wealth is built on. Our goal is to ensure that your values and investments work in harmony. Our approach utilizes strategies that foster communication and inclusive family education to encourage intentional decision-making.

Tiny toy houses stacked on coins

Wealth Management

We design tailored financial plans and align your investment portfolios to reflect your family's vision and values.

Our Services:
Financial Plan
Investment Management

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Estate Coordination

We design tailored financial plans and align your investment portfolios to reflect your family's vision and values

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People shaking hands
Grandparents and Grandchildren running on a beach

Legacy Planning

We help families cultivate their vision and thoughtfully communicate their values to bestow a lasting legacy.

Services Include:
Strategic Family Vision
Financial Literacy & Education

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Contact

The Lerner Group