Lederfine Wealth Management helps families and executives organize wealth around what matters most--so there is more time and ease with the people you love. We turn complexity into calm--clarifying decisions and aligning capital, risk, and cash flow--then we run a steady, repeatable planning portfolio review and planning cadence that supports the life you want. Our purpose is simple: to create more room for dinners that aren't rushed, events you don't miss, and conversations that last a little longer, while your financial world feels organized, intentional, and cared for.
Clients say we make wealth serve their life. Our client relationships are proactive and personal. We listen, we anticipate, and show up with clear and logical next steps. Clients recommend us because we reduce noise, run a predictable cadence, and keep their family--not just their finances--at the center.
The most important thing in the world is family and love.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Authorized Officer
Team Administrator
Registered Client Associate
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Authorized Officer
Team Administrator
Registered Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
The five hallmarks of a successful sale
Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.
