Full Service Boutique

We offer a comprehensive platform that is driven by three main businesses—wealth management, asset management, and capital markets.

Built for corporate, institutional and individual clients who seek a paradigm in financial services, Lebenthal offers products and services for the market and investment challenges of the 21st Century. Whether it is management of equity or fixed income portfolios, providing wealth advisory services and products for high net worth individuals and institutions, or conducting underwriting and capital markets activities, we work closely with our clients to understand their goals and risk tolerances.

Lebenthal Wealth Advisors

Lebenthal Wealth Advisors (LWA) is the wealth management arm of Lebenthal.

LWA’s financial advisors seek to create long-standing relationships with high net worth clients looking for a comprehensive offering of wealth management products and services. We offer traditional wealth advisory services, investment products, lending, estate planning advice and, through our Lebenthal Family Office affiliate, enhanced client services and tailored family office services.

Lebenthal Asset Management

Lebenthal Asset Management (LAM) is the asset management division of Lebenthal that manages a range of strategies for U.S. and international equity portfolios and taxable and tax-exempt fixed income portfolios for high net worth individuals, institutions and non-profit organizations.

Through LAM, the firm has a wide-range of proprietary and independent options to offer. LAM is also a minority owner of Lebenthal Lisanti Capital Growth, LLC, a woman-owned registered investment advisor.

Lebenthal & Co.

Lebenthal & Co. (LebCo), the company’s broker-dealer, is the leading woman-owned underwriters in the country.