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NY 10016

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Welcome to LWS Financial

TRUE FINANCIAL CONFIDENCE. BESPOKE INVESTMENT ADVICE FOR INDIVIDUALS, FAMILIES AND BUSINESSES.

Sophisticated Solutions I Innovative Strategies

WE ARE A HOLISTIC FINANCIAL PLANNING AND WEALTH MANAGEMENT ORGANIZATION FOCUSED ON PROVIDING CLIENTS WITH INDIVIDUALIZED SOLUTIONS THAT CREATE FLEXIBILITY AND OPTIONALITY FOR THEIR FINANCIAL WELL BEING.

OUR PHILOSOPHY

  • PLAN YOUR FUTURE
  • PROTECT YOUR FAMILY
  • GROW YOUR WEALTH
  • MAXIMIZE YOUR LEGACY
  • MINIMIZE YOUR TAXES

THE GREATEST SOURCE OF FINANCIAL ANXIETY IS THE LACK OF A PLAN. OUR PLANNING = YOUR FINANCIAL CONFIDENCE

OUR PROCESS

LWS FINANCIAL PROVIDES AN EXCEPTIONAL LEVEL OF UNDERSTANDING AND EXPERIENCE. NAVIGATING SOPHISTICATED MARKETS IN A WAY THAT MAKES SENSE. MAKING THE COMPLICATED SIMPLE.

Lee Weinstein

The most satisfying thing for me is that our clients are in a far better situation, in my opinion, after we work with them than before they came to us. 

Lee Weinstein, Founder

OFFICE LOCATIONS

Have You Set a Retirement Savings Goal?

Guides readers through estimating a realistic retirement savings target.

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How Savers and Spenders Can Meet in the Middle

Offers tips to couples with opposite financial styles for finding balance.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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