Why Lawyers
Let’s be honest, Law school likely didn’t teach you a lot about personal finance.
But then you’re thrust into a career, with a ton of student loan debt, and you realize you have a second job (whether you want to or not) managing your money.
Jeffery M. Lamont has 25 years of experience, helping over 140 lawyers and their families build and preserve greater wealth for their future, and enhance the legacies they leave for the next generations.
You’re in the business of law, not planning for your future. Let us help take away the worry of planning for the future so that you can spend more time planning that next vacation.
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How We Help
Wealth Strategies that work for your life.
Lamont Wealth Strategies is an asset and life management company built on a foundation of trust and experience.
We provide customized and tailored solutions that work for your life to help build, preserve and transition your wealth for your future and for the next generations.
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What we do
Estate Planning
Financial Planning
Innovative Tax Strategies
Insurance
Retirement Planning
Wealth Accumulation
Group Benefits
Investment Management