Acquisitions

LWS Wealth Advisors Inc. Joins MAI Capital Management

03.01.24

As of March 1, 2024, LWS Wealth Advisors is now a part of MAI Capital Management.

If you are a LWS Wealth Advisors client, you can now reach your advisor team at:

Lance Lipset

Lance Lipset
Regional President
lance.lipset@mai.capital
908-630-9237

Gregg Cohen

Gregg Cohen
Senior Wealth Advisor
gregg.cohen@mai.capital
970-688-7310

Valerie Downs

Valerie Downs
Senior Wealth Advisor
valerie.downs@mai.capital
908-630-9237

Carla Mazzarino

Carla Mazzarino
Senior Client Service Specialist
carla.mazzarino@mai.capital
908-630-9237

General Office Phone: 908-630-9237. And you will have continued access to your wealth portal.


As a result of our new partnership, LWS Wealth Advisors clients will now have access to:

 

A note from Rick Buoncore, Managing Partner of MAI Capital Management:

“For more than a decade, LWS has provided personalized solutions to clients covering all aspects of their financial lives,” said Rick Buoncore, Managing Partner at MAI. “Their exceptional service has led to tremendous growth, and we are thrilled that they are joining the MAI family.”

We look forward to learning about your financial goals.

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