Lantern Wealth Advisors

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Lantern Wealth Advisors — overview

Assets Under Management

Type

Wealth Manager

Location

Melville, NY, US

Alternative Asset Classes

PEVCREINFHFPDNR

About

Lantern Wealth Advisors is a US-based wealth manager and registered investment adviser. It provides investment advisory services to its clients on both a discretionary and non-discretionary basis. The services it offers include financial planning, portfolio management, education planning, tax and cash flow planning, death and disability planning, retirement planning, and investment planning. The wealth manager advises individuals, high-net-worth individuals, trusts, estates, pension plans, corporations, and other business entities.

Lantern Wealth Advisors - known decision makers (10)

Contact NamePositionLocationEmailTelephoneAsset Class
Financial ConsultantMelville, USGEN
Investment Adviser RepresentativeMelville, USGEN
Investment Advisor RepresentativeMelville, USGEN
Investment Advisor Representative AssociateMelville, USGEN
Investment Advisory ServicesSan Francisco, USPEPD

Showing 5 of 10 known decision makers Lantern Wealth Advisors

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