The Lang Group
Welcome
The Lang Group has been guiding clients through the uncertainty of market cycles for more than 30 years. We draw on the depth of these capabilities to deliver personalized wealth management strategies that are tailored to your specific objectives. Our team presents the highest level of customer care to help build prosperity in a multitude of ways.
Goals-based planning
We find that experience matters to clients who seek wealth management support. By marrying our deep industry background with a goals-based process, we help deliver the confidence that your financial future is secure.
Our approach is consultative and based on an understanding of the goals you find most meaningful. Recognizing that every client is different, we listen carefully to assess your specific situation and integrate the impacts of timing, risk analysis, tax implications and additional factors.
Whether you seek capital growth and preservation, trust and estate services, private banking, philanthropy, mortgages, lending or other long-term strategies, we recommend approaches and strategies that address these goals and support you through the decision-making process.
A gateway to a breadth of resources
We find there's value in making a big firm feel small, and we serve as your gateway to J.P. Morgan, bringing the professional resources of the firm directly to you. Our team has concierge access to the intellectual capital, investment ideas, industry-ranked research capabilities1 and global banking services of one of the largest and most reputable investment firms in the world.
Meet Our Team
Insights
'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read Now
Estate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now
A historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
How an annuity can help you plan for retirement
October 7, 2025As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may be an effective tool for you in retirement by providing a steady and reliable income stream.Read Now
Weathering retirement and estate planning headwinds facing LGBTQ+ people
October 7, 2025How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Make philanthropy a family affair
October 6, 2025There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read Now
Shutdowns and market highs: The top 3 questions investors are asking now
October 3, 2025We explore what the shutdown, Federal Reserve cuts and the AI rally mean for investors.Read Now
Government shutdown pauses jobs report: What’s the impact for the Fed?
October 3, 2025With the government shutdown delaying the September jobs report, read more about what this could mean for the Fed’s deliberations on future interest rate cuts.Read Now
Unmasking social engineering: Protecting your wealth from deceptive cyber tactics
October 1, 2025Social engineering is a powerful tool used by cybercriminals to manipulate individuals into revealing sensitive information, using tactics such as phishing, artificial intelligence and more. Discover how to recognize and thwart these tactics.Read Now'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read NowEstate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowA historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowHow an annuity can help you plan for retirement
October 7, 2025As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may be an effective tool for you in retirement by providing a steady and reliable income stream.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
October 7, 2025How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMake philanthropy a family affair
October 6, 2025There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read NowShutdowns and market highs: The top 3 questions investors are asking now
October 3, 2025We explore what the shutdown, Federal Reserve cuts and the AI rally mean for investors.Read NowGovernment shutdown pauses jobs report: What’s the impact for the Fed?
October 3, 2025With the government shutdown delaying the September jobs report, read more about what this could mean for the Fed’s deliberations on future interest rate cuts.Read NowUnmasking social engineering: Protecting your wealth from deceptive cyber tactics
October 1, 2025Social engineering is a powerful tool used by cybercriminals to manipulate individuals into revealing sensitive information, using tactics such as phishing, artificial intelligence and more. Discover how to recognize and thwart these tactics.Read Now