Lantern Wealth Advisors LLC

Lantern Wealth Advisors, located in Westbury, NY, is a leading wealth management boutique with a national presence, serving individual and broker-dealer clients. With a personalized approach, they guide and educate their clients to help them achieve their financial goals through risk management, capital growth, and wealth preservation. Leveraging smart technology and their in-depth bond expertise, Lantern Wealth Advisors offers a comprehensive suite of investment strategies.

Founded through the merger of Bernard Herold Co. and Lantern Investments, Lantern Wealth Advisors is committed to providing a personalized experience based on four pillars of client service: dedication, accountability, proactivity, and responsibility. With a history dating back to 1972, Bernard Herold Co. has been serving the financial needs of individual and institutional investors, while Lantern Investments, established in 1993, has been an industry-leading bond specialist. Together, they continue the tradition of superior service and offer fee-based asset management, wealth management, and financial planning services to high net worth individuals and families.

Generated from the website