Lewinter Wealth Advisors, LLC

Lewinter Wealth Advisors provides discretionary portfolio management and financial planning to individuals as well as a range of higher-net-worth and institutional clients, including business owners, trusts, estates, endowments, and charitable foundations. Services include ongoing investment supervisory services, retirement-account management via third‑party web platforms, one‑time and ongoing financial planning, and periodic recommendations of third‑party investment advisers when appropriate.

The firm follows a long-term, fundamentals-based approach emphasizing asset allocation and diversification and documents client objectives in an Investment Policy Statement; fees are generally charged as a percentage of assets under management. In practice, the adviser also uses more complex strategies — including margin, options writing, hedged/option‑based ETFs, direct indexing, and alternative investments — and relies on third‑party platforms and AI tools (with an opt‑out for recordings) to support portfolio oversight and client communications.

Compared with many independent advisers, Lewinter manages a relatively large asset base and serves a broader mix of client types beyond typical retail households, and it has formal processes to recommend and monitor third‑party managers. The firm’s access to complex products (private placements, hedge funds, REITs), willingness to assist with securities‑backed lines of credit, and explicit use of AI and third‑party execution platforms are notable features prospective clients should consider against their risk tolerance and service preferences.