History
For over 25 years, the professionals at LFS have specialized in helping clients avoid costly mistakes as they plan for their future. We serve clients in the San Francisco Bay Area: the Peninsula, Silicon Valley and San Francisco.
Specialties
LFS Wealth Advisors is a full-service Wealth Management Firm serving current and upcoming retirees in the San Francisco Bay Area. Our comprehensive approach includes portfolio management and exit strategies, with a fully integrated approach that coordinates financial strategies with tax planning and estate conservation.