Registered Investment Advisory & Professional Accountancy Corporation

A Fully Integrated Approach

Financial and tax strategies to grow your top line and protect your bottom line.

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LFS Asset Management is a full service Wealth Management Firm serving the San Francisco Bay Area.

The firm’s Goal-Based Planning includes portfolio management, planning for equity based compensation, and exit strategies for retirees, with a fully integrated approach that coordinates financial strategies with tax planning and estate conservation.


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