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Financial advisors who understand your retirement planning needs.


Lorne Levy
Wealth Manager

 

Lorne’s primary concern is the long-term financial strength of his clients.  This pursuit of financial strength continues not only through the asset accumulation phase, but equally importantly through the retirement and asset distribution years of his clients’ lives. He understands that each client has a varying set of financial objectives, whether it be wealth accumulation to meet current and future goals, or wealth preservation to ensure the security of future generations

 

Acting on his knowledge of each client’s goals and dreams, Lorne is focused on tailoring investment strategies to achieve these objectives with a primary focus on tax planning to protect this hard earned wealth not only for the client but also for future generations.

 

Lorne is a graduate of the University of Massachusetts at Amherst with a dual major in Accounting and Sport Management and currently resides in Highlands Ranch, CO with his wife Karii and two beautiful children. Having grown up in the New England area and playing baseball for the better part of his lifetime, Lorne is a self-confessed sports addict with a huge bias toward all teams Boston.