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.

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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

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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

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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