top of page


NY 10016

E-mail:

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

Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Life Insurance for Two

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

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Taxable Equivalent Yield

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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

bottom of page