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Welcoming Lance Lehman as Vice President

2 MIN READ05 JUN 2023

Registered Investment Adviser, Alternativ Wealth, has onboarded VP and Senior Wealth Adviser, Lance Lehman, MBA, CFP®, CIMA®, CPWA®.

Alternativ Wealth is a tech-forward wealth advisory firm that takes a unified, client-centric approach. It is dedicated to delivering a seamless experience, providing its clients with peace of mind and the freedom to focus on what truly matters. With relationships and expertise in private investments, its clients have access to unique opportunities outside of traditional asset classes – opportunities historically only available to institutional investors.

Lance brings over 20 years of industry experience providing expert financial advice backed by deep industry knowledge. Lance is well-versed in a wide array of comprehensive wealth planning topics including behavioral finance, debt management, retirement planning, portfolio design, stock option awards, trust arrangements, charitable giving, liquidity events, risk management, tax minimization, and multigenerational estate & wealth transfer planning.

“My goal is always to help my clients achieve their unique financial aspirations. They want an improved service experience, which is something I’m proud to offer them through Alternativ Wealth,” says Lance.

Operating under Alternativ Wealth, Lance will provide his clients with custom financial planning services, supported by first-class products, top-tier custodial offerings, and exceptional operations. “We’re excited that Lance is bringing his 20+ years of industry experience to Alternativ Wealth and chose us as the platform to support him and his clients,” says Alex Farman-Farmaian, Alternativ Co-Founder.

“I’m excited and confident about this strategic move,” says Lance. “Providing high quality, actionable advice coupled with a top-notch service experience is absolutely critical. Joining Alternativ Wealth exemplifies my commitment to positioning my clients to achieve their financial goals.”

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