Michael Lehman's practice is based on a wealth management process that focuses on a long term outlook of building wealth with a commitment to delivering superior client service. Michael insists on a holistic approach that will provide successful clients with financial well being through a consistent, disciplined investment and risk management process. He attracts clients who are committed to a complete approach and will benefit from a broad range of services and resources.
Michael's focus is to provide objective advice and recommendations to clients in need of:
- Retirement Planning & Cash Flow Analysis
- Tax Minimization Strategies
- Wealth Accumulation
- Asset Preservation
- Wealth Transfer & Gifting Strategies
- Philanthropic Planning
Wealth Management Process:
Establish Objectives - Spend a substantial amount of time to understand your family and business in order to develop your goals and priorities.
Set Strategy - Develop a strategy that incorporates risk tolerance, time horizon, & realistic expectations about investment performance. The strategy also includes cash flow needs and accumulation of wealth.
Implement Strategies - With access to Merrill Lynch Research we may recommend professional portfolio managers as well as our own strategies to manage your wealth.
Review Progress - We will meet to review progress and measure results against your goals & objectives and make strategic or tactical adjustments if necessary.
To meet all wealth challenges Michael works closely with other trusted advisors including attorneys and CPAs.
Michael has over 20 years of experience counseling and delivering strategies to high net worth individuals and families, corporate executives and business owners. He holds a CRPC® certificate which is awarded by the College for Financial Planning. Michael is a graduate of Rider University with a degree in Business & Decision Sciences. He resides in Basking Ridge, NJ with his wife Nina and their two children, Julia and Isabelle.
Caitlin Gilligan has worked with Michael's clients for over 10 years. She is a registered client associate, and is skilled in providing trading services, as well as enhancing all aspects of the client experience. She resides in Montclair, NJ and is a graduate of Fairfield University, with a degree in Economics.