Lantern Wealth Advisors LLC

Open
11612 Alderidge Ln
San Diego, CA 92131

Herold Lantern Investments Inc. is a family-owned wealth management boutique that combines the expertise of Bernard Herold Co. and Lantern Investments, offering personalized financial strategies to help clients achieve their financial goals. With a focus on dedication, accountability, proactivity, and responsibility, the firm serves both individual and broker-dealer clients through a comprehensive suite of investment strategies, including a strong emphasis on fixed income securities.

As a full-service broker-dealer, Herold Lantern Investments provides a range of services, including wealth advisory, tri-party clearing arrangements, and extensive bond investing education for retail and institutional customers. The firm leverages smart technology to deliver innovative solutions while prioritizing client education and guidance in risk management, capital growth, and wealth preservation.

Generated from the website

Own this business?
See a problem?

You might also like

United StatesCaliforniaSan DiegoLantern Wealth Advisors LLC

Partial Data by Infogroup (c) 2025. All rights reserved.