Wank & Liptzin Advisory Services LLC

Wank & Liptzin Advisory Services LLC provides financial planning and investment advisory services to individual clients, as well as to trusts, estates and businesses. The firm primarily works with middle‑class individuals and families and notes many long‑standing client relationships rather than a focus on high‑net‑worth households.

The firm structures its work around comprehensive financial planning: it gathers client information, creates an investment policy statement with target allocations across cash, equities and fixed income, and generally favors a buy‑and‑hold approach with a typical holding horizon of at least 12 months. Clients review and approve trading recommendations before implementation, and the firm quantifies potential gains and losses to inform those decisions.

Distinctive features include an operating affiliation with a CPA firm—both principals are partners in an accounting practice and work full time in accounting—and a principal who sells life and health insurance, which are uncommon arrangements for firms in this category. The firm also departs from the common percentage‑of‑assets fee model by billing hourly for planning and advisory services and maintains a very small client base with relatively few clients under management.