Lantern Wealth Advisors LLC is a family-owned wealth management boutique with a national presence, serving individual and broker-dealer clients. With a commitment to personalized client experience, they combine risk management, capital growth, and wealth preservation strategies to help clients achieve their financial goals. Leveraging smart technology and their in-depth bond expertise, they offer fee-based asset management, wealth management, and financial planning services to high net worth individuals and families.
Through their strategic alliances and tri-party clearing arrangements, Lantern Wealth Advisors LLC also provides comprehensive clear-through services to broker-dealers, small to mid-sized banks, and credit unions. With a team of over 60 professionals in 9 offices across the country, they continue the legacy of their founding firms, Bernard Herold Co. and Lantern Investments, which have been serving the financial needs of investors since 1972 and 1993 respectively.
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