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