Sowing, reaping, threshing, baking, and helping the "Lost Affluent" take care of their bread.

Wealth Management seeks to guard and grow your assets consistent with your needs, life goals and appetite for risk in a comprehensive financial plan. Professional asset managers, whose investment style is compatible with your objectives, do the buying, selling, holding, trading -- in a word, the investing to implement the plan. ,

The Wealth Advisory component of Alexandra and James, does the financial planning, asset allocation, manager selection, monitoring and reporting manager results, and portfolio rebalancing.

If further hired on by you to manage the Family Office component of wealth management, Alexandra & James will also take on, take over, and manage the details of your financial life the way a CFO would run a successful business.

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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.