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SCOTTSDALE, Ariz., Feb. 11, 2021 /PRNewswire/ Lane Brothers & Co., a wealth management firm with offices in Prescott and Scottsdale, Arizona, with $110 million in client assets under management, has announced its decision to join the Carson Partners network.
The firm is led by Senior Wealth Advisor, Kevin P. Lane, who founded Lane Brothers & Co. in 1990, making the firm one of the pioneers of the movement away from Wall Street wirehouses and toward a fee-based, Investment counsel business model.
He began his career with PaineWebber but left after a decade to provide fee-based, objective investment counsel to individuals, corporations, pension and profit-sharing plans, non-profit organizations, individual retirement plans and trust accounts. He and his team provide conservative portfolio management with a focus on long-term investing as well as comprehensive personal financial planning.