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"You worked hard for your money.  We’ll help you protect and optimize it. My specialized team at Lincoln Financial Advisors uses tax planning and asset protection strategies to help you make the most of your wealth."

- Lei Wang, CFP®, MBA, CFS, CRPC

Proactive Financial Planning for High Net Worth Individuals

Proactive Financial Planning for High Net Worth Individuals

As an affluent individual, you need more than just routine financial planning and investment management. You also need asset protection and tax reduction strategies. But most financial advisors and accountants aren’t necessarily focused on helping you achieve those goals.

Our team at Lincoln Financial Advisors understands these priorities. We specialize in helping people like you reduce your taxes and protect what you’ve built, with:

  • Full-service financial planning
  • Customized investment management
  • Tax saving strategies
  • Comprehensive estate planning and asset protection strategies

Personalized Planning

We provide personalized attention and planning that are appropriate for your particular needs. We’ll even work with your accountant and other professionals to help ensure effective implementation.

The result? A greater sense of security knowing your money is doing more for you, your family and your favorite causes…now and in the future.

What Can We Do For You?

Smart Strategies to Optimize Your Wealth

We offer innovative methods for asset protection and tax reduction.  From captive insurance to land trusts and other structures, we’ll help you utilize these strategies with a sense of confidence. We also work with your other tax and legal professionals to ensure proper implementation.


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Proactive Financial Planning and Investment Management

Many financial advisors approach financial planning and investment management in a manner suited to the average investor. We focus exclusively on high net worth clients, so we take a different approach.  Our efforts are focused on helping you create, preserve and transfer wealth more efficiently.  

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Real Risk Management

Changing tax codes, rising health care costs, potential litigation, and volatile investment environments can create uncertainty in your life. We understand your concerns and address them with our practical approach to risk management. 

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Independent and Objective Advice

As part of Lincoln Financial Advisors, we provide you with independent, objective solutions, free from the constraints of the traditional commission-based model.  We also act as your fiduciary, which is the highest ethical standard in the industry.

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The Experience You Need

We’ve been helping affluent people like you for over 20 years. Our team, led by Lei Wang, CFP®, MBA, CFS, CRPC, has helped clients navigate changing tax and market landscapes since 1997.

Your Financial Support System

We’ll help you feel organized and in control of your money with frequent meetings, updates and reporting. Plus, we’re always available when you need additional help. Whether answering a financial question or helping your family members get up to speed and comfortable with your financial situation, we’ve been helping families get and stay organized for 20+ years.

What We Do

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Who We Help

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Why We Are Different

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