Wealth Management Services in Lancaster, PA

We are committed to helping you clarify what's most important to you, and to live a more purposeful life.

wealth management services in lancaster

EDUCATING YOURSELF

What is a registered investment advisor? A Registered Investment Advisor (RIA) is an advisor or firm engaged in the investment advisory business and registered either with the Securities and Exchange Commission (SEC) or state securities authorities. LSA is an Independent RIA

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Wealth Management

Life Stewardship Advisors provides comprehensive wealth management services to Manheim Township residents and throughout the local region. Contact us today to set up a consultation.


Wealth Management in Lancaster, PA

Life Stewardship Advisors provides comprehensive wealth management services to Lancaster, PA residents and throughout Lancaster county. We are committed to helping you grow and manage your assets to help you reach your wealth accumulation goals, that will enable you to live a more purposeful life. Contact us today to set up a consultation.


What is Wealth Management?

Wealth Management refers to a range of financial services, including investing, insurance recommendations, advanced planning for retirement, estate distribution, charitable giving, tax reduction strategies, and much more.

The services your wealth management firm provides will vary. Some may offer only insurance related products to mitigate risk. Others may handle investment portfolios exclusively, while others have the experience to advise you from a tax liability perspective.

At Life Stewardship Advisors, we provide comprehensive wealth management services in Lancaster, PA. We bring the experience, the knowledge, and the creativity that will develop a holistic plan to help you live a more purposeful life.


Your Personal Plan of Wealth Management

At Life Stewardship Advisors, we never reduce your options to a few prepackaged insurance products, or a few pre-selected investment options. Instead, we work with you to understand your unique goals, objectives and financial situation, and develop a plan that works for you.

We provide independent and personal wealth management services, because we’re passionate about seeing individuals succeed and achieve their goals.

Our Personal Wealth Management Plans are prepared based on a fee basis. As Financial Advisors in Lancaster, PA, our fiduciary responsibility obligates us to always work with your best interest in mind. This is actually one of our core values at Life Stewardship Advisors.

Your wealth management plan is a roadmap to your secure and prosperous future. Your personal wealth advisors at Life Stewardship Advisors can help you get there.


Protect Your Wealth and Legacy With Strategic Tax Advice

As your wealth grows, you’ll become increasingly aware of the risk to your assets posed by taxes. Without the right strategy, it’s possible to see much of your portfolio and subsequent estate reduced by taxes. Your wealth management team at Life Stewardship Advisors understands the ins and outs of tax laws, and can help you secure a lasting legacy.


A Financial Ally in Changing Markets

Whether you’re just beginning or a seasoned investor, you’re taking on risk every time you invest. Life Stewardship Advisors can help you manage the risks inherent to investing, and even begin planning for market shifts. With strategies designed for stable, long-term growth, we can help you succeed even in turbulent markets.


Leave a Lasting Remembrance

For many of our clients, charitable giving is an important aspect of their wealth management plan. Charitable giving can help you leave a lasting legacy, and improve the lives of others, sometimes for generations to come.

Charitable giving also entails its own degree of risk. You want to be sure that the charities you contribute to will demonstrate the principles of sound financial stewardship, and that they are effective in their mission. We can help you identify these organizations that best reflect your values, and will put your charitable gifts to good use.


Schedule a Free Consultation

Contact Life Stewardship Advisors in Lancaster, PA today to set up a free consultation, and begin putting in place a personal wealth management plan for your future.