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Lehner Shope Wealth Group jobs and careers

United States

About Lehner Shope Wealth Group

Lehner Shope firmly believes that every individual or couple is unique, and no single investment strategy is right for everyone. We specialize in building diversified Endowment style portfolios that usually only the super wealthy and affluent are able to access. Managing Partners Brian M. Lehner CFP® and Amy Less Shope have over 50 years of investment portfolio management experience. Whether you want investment advice or a way to start saving - regardless of your situation we'll guide you through wise diversified planning and investing. ___ Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. 4366 Boardman Canfield Rd, Canfield, Ohio 44406, 330-356-8929 Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser.

Founded
2013
Employees
11 to 50
Headquarters
United States

Leadership

The top of Lehner Shope Wealth Group's org chart, with how many people report into each leader.

ASPhoto of Amy Less Shope

Amy Less Shope

Managing Partner

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