Lanes Wealth Management LLC

Lanes Wealth Management LLC provides discretionary asset management and ongoing portfolio supervision primarily to individual and high‑net‑worth clients, including advice related to retirement‑plan rollovers. The firm manages approximately $73 million for a small client base and delivers investment implementation and reporting through qualified custodians.

The firm’s investment approach emphasizes value‑oriented, long‑term equity selection combined with tactical and strategic asset allocation, and it may employ option writing and value‑oriented special situations. Lanes Wealth uses a mix of fundamental, technical and cyclical analysis, tailors portfolios to client‑specific restrictions (including the option to exclude concentrated holdings), and acknowledges fiduciary responsibilities when advising on ERISA rollovers.

Notably, Lanes Wealth offers performance‑based fee arrangements for qualified clients — an uncommon practice among similar supported firms — and has written policies (including the use of a high‑water‑mark and procedures to address side‑by‑side management) to mitigate related conflicts of interest. The two‑advisor team and limited client roster support individualized account oversight and formalized controls for proxy voting, trade errors, and compliance.