Our Services

The Lerner Group provides an array of services that are tailored to each family's needs, Our team operates on a core values system. We take a holistic, family approach to wealth management that encourages open communication and continued learning throughout all generations.


Wealth Management

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

Financial Planning
  • Providing a financial plan and the tools to prepare you for key stages in life from lifestyle planning to business succession

Investment Management
  • Holistically evaluating your total portfolio and tailoring a strategy to help meet your financial aspirations
  • Personalized income streams


Estate Coordination

We provide strategic sustainable solutions that integrate the complexities of wealth transfer optimization.

Estate Planning
  • Our team reviews your existing plan or helps you design one that ensures your goals are protected and your wishes are honored
  • We assist in identifying all required items that need to be administered for your estate plan

Tax Optimization
  • We partner with your attorney and CPA to create efficient tax results for your overall wealth and estate plan


Legacy Planning

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

  • Facilitating the creation of a family vision and providing the tools to communicate it with your family to pass on a lasting legacy

Financial Literacy & Education
  • Elevating families financial knowledge through educational meetings and targeted discussions to support informed decision making


The Lerner Group