The increasing complexity of today's market makes working with an experienced, knowledgeable financial advisor more essential than ever. Through innovative technology, access to objective third-party research, and a large selection of non-proprietary investment products, your Lanis advisor will craft a unique investment strategy based on your specific financial goals.

One of the major differences between our organization and many other financial firms is that our representatives are independent and have access to often exclusive offerings that have been historically  accessible to institutional investors. Our advisors are not required to endorse a specific product or offering and, therefore, are free to research and discover products and services that truly serve our client’s best interests.  

Our services include: 

• 401k/IRA Rollover Planning
• Private Banking Services
• Personal Trust Services
• Wealth Transfer & Estate Planning
• Tax Managed Investing
• Income Planning
• Wealth Preservation Strategies
• Real Estate Partnerships & Notes
• Market Neutral Portfolios