Business Details
Wealth Management Solutions for Your Future
We are reinventing wealth management by delivering actionable advice and tangible outcomes. Our firm prioritizes simplicity and accountability, offering clear insights designed to help clients retain more of their wealth for themselves, their families, and future generations. Built on robust planning, our approach ensures clients meet their financial objectives while maintaining peace of mind through a data-driven process. We provide total access and transparency, guaranteeing unparalleled service to keep clients informed at every stage. With locations across the U.S., our team of experienced professionals collaborates to address complex financial needs, from estate planning to investment management.Our expertise spans decades, serving clients ranging from high-net-worth individuals to business owners and attorneys. We focus on executing plans efficiently, offering services like CFO support, insurance reviews, and tax-efficient investment strategies. Our commitment to transparency extends to fee structures, ensuring clients never overpay for services. By combining personalized guidance with advanced software, we help clients navigate financial decisions without unnecessary complexity. Our goal is to be a trusted advisor, prioritizing clients' long-term interests while maintaining fiduciary responsibility.
Services
Financial Planning
Estate Planning
Investment Management
CFO Services
Insurance Reviews
Details
- Year established: 2025
Highlights and features
- We offer decades of experience in wealth advisory for high-net-worth clients.
- Our team includes former practicing estate attorneys and certified financial planners.
- We provide transparent fee structures with no hidden costs.
- Our data-driven approach ensures tax-efficient and risk-balanced investment strategies.
- We maintain fiduciary responsibility, prioritizing clients' interests above all.
What people say
Transparent fee structures
Expert estate planning
Personalized investment strategies
Knowledgeable advisors
Efficient execution
Services
Financial Planning
Our financial planning service creates customized strategies to help clients achieve long-term goals. We analyze cash flow, risk management, and investment allocation to build actionable plans. Clients receive ongoing guidance to adapt to life changes while maintaining tax efficiency and portfolio balance.
Estate Planning
We develop comprehensive estate plans to protect assets and ensure smooth wealth transfer. Our team coordinates with attorneys to review documents, minimize tax liabilities, and implement trusts. Services include wills, power of attorney, and charitable giving strategies for estates valued up to billions.
Investment Management
Our investment management focuses on tax-efficient, diversified portfolios aligned with risk tolerance and goals. We use advanced software for asset allocation, performance tracking, and rebalancing. Services include ETF optimization, risk management, and quarterly reporting for individuals and institutional clients.
CFO Services
We provide CFO-level financial management for business owners and high-net-worth individuals. Services include cash flow analysis, expense optimization, and strategic budgeting. Our team helps clients transition from entrepreneurs to investors through personalized financial frameworks and liquidity planning.
Insurance Reviews
Our insurance reviews evaluate existing coverage for life, property, and casualty needs. We identify gaps and recommend cost-effective solutions tailored to clients' risk profiles. The service ensures adequate protection while avoiding unnecessary policies that could impact overall financial efficiency.
People
Steven Lockshin
Principal
Co-founder with decades of experience in wealth management, Steven specializes in creating actionable financial plans for high-net-worth clients and business owners.
Jonathan Straub
Principal
Brings extensive expertise in investment strategies and portfolio management, focusing on tax-efficient solutions for clients with complex financial needs.
Marc L. Russell
Principal
Specializes in estate planning and wealth transfer strategies, helping clients minimize tax liabilities while protecting family assets.
Arielle Lederman
Senior Advisor
Focuses on serving attorneys and professionals, providing comprehensive financial planning from career milestones to retirement strategies.
Ray Prospero
Partner Advisor
Expert in working with private equity and hedge fund principals, offering tailored solutions for carried interest and liquidity events.
Questions
What services does AdvicePeriod offer?
We provide financial planning, estate planning, investment management, CFO services, and insurance reviews for high-net-worth individuals and businesses.
Are you a fiduciary financial advisor?
Yes, we act as fiduciaries, legally obligated to prioritize clients' interests in all financial decisions.
Do you work with business owners?
Yes, we specialize in advising business owners on exit strategies, liquidity events, and wealth transition planning.
What areas do you serve?
We operate nationwide with offices in California, New Jersey, New York, Rhode Island, and Virginia.
How are your fees structured?
Our fees are transparent and based on services rendered, with no hidden costs or commissions.
Reviews (2)
Flexpert Bellows
Dec 11, 2020
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Advice period is Very helpful. I will be using them again for future financial investment needs. Their advisors is very assertive and understood my situation and helped me understand my options then came back to me with a tailored plan and way forward. I am very happy with the personal service and advice I have received. Would definitely recommend Advice Period.
Tony Gaskins
Jun 27, 2020
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Positive:Professionalism,Quality,Responsiveness,Value
Very Good financial advice that makes sense! Financial Advisors at Advice period really know how to handle anything financial. I met with them many times and cannot tell you how much progress I have made.I actually enjoyed the whole experience.
Very Good financial advice that makes sense! Financial Advisors at Advice period really know how to handle anything financial. I met with them many times and cannot tell you how much progress I have made.I actually enjoyed the whole experience.
