The Business and Human Side of Investing and Managing Wealth at
Alexandra & James.

Turning over the fruits of a lifetime to a professional to manage is an act of inspired confidence, grounded in the business decision that the time has come when your money has a life of its own and should be run like a full-time business.
 
In the same way that a successful business needs a chief financial officer, we believe every wealthy family needs one too: a personal CFO to manage the mundane particulars of your financial to-do list and put an end to the busy-work of your financial life.  

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Lebenthal & Co., LLC (member FINRA, MSRB and SIPC), Alexandra & James Advisory Services, LLC is an SEC Registered Investment Adviser,
and wholly owned subsidiaries of Alexandra & James, LLC.