Lapis Wealth Advisory | Financial Planning in Melville, NY and Santa Fe, NM
You've got big plans.
With years of experience, we’ll help make them a reality.
Securing your financial journey is our mission.
We’re an independent practice serving the diverse needs of clients like you: individuals, families, and business owners. We believe in creating relationships that are built to last. Integrity and trust matter, and they’re at the core of everything we do. We’ll work diligently to understand what you need—then develop the right strategy to make it happen. When you partner with us, we’ll help you:
Gain confidence with a solid financial plan.
Invest your assets with a sustainable approach.
Empowering financial independence for years to come.
Your goals drive us... and we deliver.
Whether you’re launching your career, raising a family, planning for retirement, or thinking about creating a legacy, you know what kind of life you want to lead. Our wealth management services can help make that life a reality.
Retirement income planning
Post-retirement income planning
Charitable giving strategies
With Commonwealth, you have the strength of a powerful network on your side.
We are committed to delivering on your financial goals. Our affiliation with Commonwealth Financial Network®, a registered investment adviser-broker/dealer, gives us invaluable resources, experience, and expertise that assist us in fulfilling that promise.
Unlike some advisors, we’re free to make recommendations based on what’s right for you, without pressure to promote proprietary products or strategies.
We have access to knowledge that spans the breadth of wealth strategy and enables timely insight into market opportunities, so we always have our finger on the pulse of financial markets.
Building long-term relationships is our priority, so we start by taking the time to understand our clients personally and then carefully chart a course for your financial journey.
Through Commonwealth’s sister firm, Advisor360°, we provide a first-class technology platform that gives you 24/7 access to your investment information and worldwide financial markets.
No matter where you are in your financial journey, we’re here for you.
We provide strategic counsel and big-picture perspective that empower clients like you to realize their goals. We offer all the products and services you’d expect from a full-service wealth management consultant, along with powerful technology and outstanding service.
LAPIS Wealth Advisory
535 Broadhollow Road, Suite B41a
Melville, NY 11747
505 Camino de los Marquez
Santa Fe, NM 87505