Lampert Capital Markets Wealth Management
Wealth Management

The road to your financial goals, like a ship's journey, requires thought, navigation and planning to stay on course. From saving for retirement to helping you borrow for a purchase that enriches your life, you have access to a wide range of options that address both sides of your balance sheet.

We are committed to providing you with the best products, services and solutions for all of life's investment needs including:

  • Financial Planning

Choosing an advisor to manage your financial future is one of the most important decisions you will ever make

  • Asset Management

We provide customized portfolio analysis and asset allocation for individuals and institutions through unique fee-based solutions

  • Retirement Planning

We provide retirement planning services to companies and individuals in all stages of life.

  • Mutual Funds, ETFs & UITs

We provide access to a wide selection of fund families, Exchange-Traded Funds and Unit Investment Trusts.

  • Stocks & Bonds

Lampert offers equity and fixed income securities investing to meet short and long term investment objectives.

  • Alternative Investments

We offer non-traditional investments for greater diversification of your portfolio.

  • Research

We'll provide you access to valuable investment insight through Wedbush's equity research. Whatever you financial goals - capital preservation, growth - Lampert can provide the right solutions, starting with a comprehensive financial plan.