Why Lewinter Wealth Advisors, LLC?

 

• Personal Attention:  The firm's principal, David J. Lewinter, will take the lead in every client contact, analysis, and recommendation. You will never be handed off to another department or associate. This allows for a very close relationship and a deep understanding of each client's situation, goals, and concerns.

• Accessibility: We know our clients lead busy lives. Accordingly, we are available to our clients far beyond "normal business hours." We make ourselves available on evenings and weekends and will come to your home or office as needed. We will always promptly return your calls and emails. 

• Fee-only, Independent  Investment Advice: Lewinter Wealth Advisors never accepts any commission or other compensation for the purchase or sale of any investments or products that we may recommend. We do not accept or pay any referral fees. We are proud to abide by our fiduciary duty to act only in our clients' best interests. 

• Comprehensive, End-to-End Services: We will take the lead in developing, implementing and monitoring your financial and investment plans. In addition, we are pleased to offer our clients our "quarterbacking" service. As your quarterback, we will simplify your financial life by interfacing with your other advisers, such as your accountant, insurance broker and estate lawyer with the goal of ensuring that all aspects of your financial life are in sync with your financial plan and objectives.​