- Wealth ManagementIf you would like a more managed approach to your investment portfolio you may want to consider a wealth management account*. A properly tailored wealth management account has many benefits. One key factor is removing the..
- Financial PlanningBernard Herold & Co. Inc. launched its advisory firm, Herold Advisors, Inc., forty-five years ago making it one of the longest established investment advisors in the nation. Lantern launched its advisory firm, Lantern Wealth Advisors, LLC, a decade ago. Both firms continue their dedication to providing superior service to their respective clientele. Herold Advisors, Inc. and Lantern Wealth Advisors, LLC both offer fee-based asset management, wealth management and financial planning services to high net worth individuals and families.*
- Asset ManagementWealth Advisory solutions provided by subsidiaries of Percheron Asset Management Group, Inc.: Herold Advisors Inc. and Lantern Wealth Advisors, LLC., SEC registered investment advisors. Securities offered through Herold & Lantern Investments Inc., a registered broker dealer, Member FINRA, MSRB, SIPC.