Experience a Better Way... 

The LSIA Way

The LSIA Way is more than a catchphrase.  It’s the driving principle that defines the manner in which we work for you each and every day, as industry experts, trusted partners and caring people.  It’s evident in the way we work with you to design 

custom solutions to meet your goals and stand watch for you.  It’s seen in the big things we do for you, the little things that show we care and everything in between, because you’re more than just a number to us.  That’s The LSIA Way.       


Our Promise

We promise to care for you as if you were our own. We promise to be there for you when you need us. We promise to serve you with passion and enthusiasm.  That's the LSIA Way.

Every individual and organization engaging the services of a financial professional deserves to be treated in a fair and ethical manner. That's why we established a list of Investor Rights that you should demand from your professional advisor.

1.     Service from a fiduciary, where your
        interests are always placed first

2.    Honest and ethical conduct beyond        
        what is required by industry standards

3.    Transparent fees that are straightforward 
        and easy to understand

4.    Timely and effective communication

5.    Disclosure of any conflicts of interest

6.    Complete confidentiality of your
        information and circumstances


Contact Us

To learn more about how we can help you accomplish your financial goals and to experience The LSIA Way,

give us a call or complete the form below and we'll be in touch soon.


1200 N Federal Hwy, Suite 200

Boca Raton, Florida  33432

(561) 210-8574


39533 Woodward Avenue, Suite 302

Bloomfield Hills, Michigan  48304
(248) 646-2650


111 E. Kilbourn Avenue, Suite 2700

Milwaukee, Wisconsin  53202

(414) 272-4844 


Thank you.  We'll be in touch soon.