Registered Investment Advisory & Professional Accountancy Corporation
A Fully Integrated Approach
Financial and tax strategies to grow your top line and protect your bottom line.
Schedule a Free Tax & Financial Analysis
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.