Lead Solutions Wealth Management
Financial Services - Gardnertown, New York, United States
Lead Solutions Wealth Management Employees
Lead Solutions Wealth Management Senior Management
Lead Solutions Wealth Management Details
Lead Solutions Wealth Management (LSWM) provides tailored wealth management and investment consultancy advice to medium to high net worth expatriate clients based across the GCC, Europe and Asia.We offer a range of financial services to clients based on their unique and evolving needs, taking into account employment, family, financial goals and wealth history.We will only take on clients when directly referred to us, and our highly experienced staff are well trained to ensure provision of regulated, beneficial products and services so our focus remains always on what is best for the client.LSWM works closely with a hand-picked network of companies who provide a selection of investment opportunities, funds, structured notes, policies, platforms and trustee services.LSWM supports clients in accumulating, enhancing and preserving wealth for future generations.We offer wealth management services world-wide, catering to clients who want suitable and objective wealth management plans, including financial planning and investment.LSWM was established by Lennox Pitt, a certified wealth management professional with substantial industry experience. Having worked for large international financial organisations, Lennox recognised the need for a boutique service that would better meet the demands of his extensive client list. Following a review of the offerings from existing companies, Lennox decided to focus on a model that prioritised the client and implemented fair and transparent services with a referral only process, with this he aims to leave a legacy of a new approach to wealth management.
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