Our Services

Lewis, McBeth & D'Ambrosio, LLP is pleased to offer new clients the following services:

Portfolio Management*

Customized portfolio and performance reporting through the use of:

  • Individual equities and bonds
  • Mutual Funds 
  • Variable Annuities
  • Separately Managed Accounts and Private Money Managers

Alternative investments including:

  • Real Estate
  • Leasing
  • Oil and Gas Programs

 

FInancial Planning Services*

The comprehensive financial planning process includes an analysis of all financial and risk aspects of a client's current situation with recommendations for achieving client-establishjed goals and objectives. 

Retirement Planning

Retirement planning analyzes the client's current financial asset base as well as existing corporate retirement programs to recommend and implement both tactics and strategies to achieve retirement goals.

Long-Term Care and Life Insurance

Risk planning assists clients in the difficult task of identifying, evaluating, and projecting needs and implementing solutions for long-term care and life insurance.

Estate Planning

In concert with estate lawyers and accountants we evaluate and recommend solutions for wealth preservation taking into account  the complex and ever-changing estate taxation arena.