Lee Weinstein Email & Phone Number

Lee began his career in financial services in 1989 after graduating from the University of Michigan. In 2003 he created LW Solutions which focuses on Estate Planning with recognized expertise in best-in-class insurance solutions. Then in 2015, due to the growth in the Wealth Management side of his business, he became a principal of Insight Financial, where he continued to build his Wealth Management business. With the dramatic growth in assets under management and the need to provide additional products and services that sophisticated clients demand, in 2022, he created LWS Financial. He moved his practice to the Corporate Registered Investment Advisor under Massachusetts Mutual Investment Services holding assets at National Financial Services. LWS Financials' primary footprint is NYC and West Palm Beach. LWSF has chosen to partner with Piller Financial Group, a leader on the MMLIS/CRIA investment platform, with a robust support team to help meet the ongoing needs of my clients. Lee is a Certified Life Underwriter, a Chartered Financial Consultant, and is accredited as an Advanced Estate Planner. His areas of expertise include estate planning for high-net-worth individuals with a focus on business owners. He draws on his extensive experience in estate planning and executive benefits planning, including non-qualified and business succession planning. He is recognized as an expert in the responsible use of Premium Financing.Lee currently resides in West Palm Beach. When not in the office, he may be found on the slopes, on the water, on a mountain biking trail, or enjoying live music or a great meal. He finds great joy in spending time with my wife, Shari, and three daughters, Madelyn, Stephanie, and Olivia.He supports a variety of causes that are personally meaningful to him. Two of the causes closest to his heart are Project ALS which identifies and funds the most promising scientific research to seek a cure for ALS, also known as Lou Gehrig’s disease, and the Global Lyme Alliance, which supports research and promotes public awareness of Lyme disease.

Listed skills include Alternative Investments, Estate Planning, Series 63, Financial Advisory, and 42 others.

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  University Of Michigan

  Organizational Management And Industrial Relations