Jeff Lancaster, Cfp® Email & Phone Number

Wealth creates its own work and requires hard choices. I help busy people get on top of complex financial lives. Prudent wealth management isn’t rocket science, but it can be a challenge to maintain a consistently intelligent approach to capital markets. I enjoy working with smart people who read and understand that Evil Empire brokerage firm inspired financial decisions are often sources of regret. My best clients are ready for a more reliable alternative. They are open to delegating a big part of the decision-making process, yet they demand thoughtful communication. Such clients trust but verify and know how important it is to cut through marketing spin. Every good client is openly contemptuous of secret sauce.I work with individuals with $5M - $100M in investable assets. They want the overall cost of investing kept low. They see value in upfront and ongoing tax planning, retirement scenario analysis and consideration as to how much wealth can be shared with heirs, charities and other worthy partners. I’m not a CPA but I love tax returns and I do a handful each year for friends just because it’s fun. My firm doesn’t sell insurance but I make sure my clients are neither under- nor over-insured. Good clients are open to sharing their complete financial picture so that we can work through all of the pieces and design an overall plan that makes sense. I’ve worked with many of the same colleagues for 25 years. The talent here today is unlike anything we’ve enjoyed in the past, and that’s saying something. Our best days are ahead of us.

Listed skills include Investments, Investment Management, Retirement Planning, Asset Management, and 5 others.

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  Amherst College

  Phi Beta Kappa Society