Wealth Partners
The LH Group

"I treat clients as an extension of my own family—always with urgency, respect and the highest integrity."

Awards and Industry Recognition

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Financial Planning

Top 40 Under 40
2023 • 2022 • 2021

Forbes

Top Next-Gen Wealth Advisors
2022 • 2021 • 2020 • 2019 • 2018 • 2017
Top Wealth Advisors Best-In-State
2023 • 2022 • 2021 • 2020 • 2019
Top Wealth Management Teams Best-In-State
2024 • 2023
About The LH Group

Our team operates out of four East Coast offices: Boston, New York, Miami, and Palm Beach Gardens. Our motto is to treat clients as an extension of our own family—always with urgency, respect, and the highest integrity.

Bespoke strategies built around your needs.

Our goal is to listen, anticipate, and provide exceptional service to clients while helping them address the complexities of wealth. ㅤ

  • Client-driven and attentive
  • Holistic approach
  • Recognized by the industry
  • Portfolio management
  • Highly customized strategies
  • Security selection
  • Award-winning research¹ ㅤ
  • Custom lending and liability management strategies
  • Wealth planning and estate strategies.

10+ years of providing financial guidance to a select number of families, entrepreneurs and corporate executives

Meet Our Team

Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.