LEAN ON THE WALL
Learn about our practice
Our Mission
Our mission is to deliver the gift of financial clarity to affluent individuals and families who are thoughtfully preparing for, or already in, retirement. We do this, first, by helping our clients determine their financial goals and, second, by creating a custom, tailored portfolio engineered specifically for them. We owe no allegiance to any company or investment — our only loyalty is to our clients.
“What we make time for in our lives defines our lives.”
— Michael Wall
We focus on assisting affluent families with their wealth.
In today’s fast-changing world, our priority is to protect what our clients have spent a lifetime accumulating. That’s why we provide affluent retirees and pre-retirees with strategies that can potentially reduce taxes and market risk on their life savings while developing and maintaining a close, trusting relationship.
Work toward protecting and growing your retirement future today!
To schedule a time to discuss your retirement, contact us at
info@leanonthewall.com
