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

HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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

Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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

Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Car Affordability

How much can you afford to pay for a car?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

bottom of page