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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

Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Savings Goals

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

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Credit Card Debt

How Long Will It Take to Pay my Balance?

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