
Steven L Lanza
At the Beach Cities Group, we understand that each client has unique financial needs and goals. That's why we offer personalized financial planning services to help you achieve your specific objectives. Our team of experienced advisors have spent a combined 60 years at Morgan Stanley leveraging the offerings of a global financial firm while maintaining the personalized service that clients look for. We are dedicated to providing you with the guidance and support you need to make informed investment decisions.
Whether you're looking to build a diverse investment portfolio, protect your assets with fixed income investments, or explore alternative investment options, we can help. We'll work with you to develop a comprehensive financial plan that takes into account your risk tolerance, time horizon, and other important factors.
Our commitment to our clients goes beyond just investment advice .We strive to build long-term relationships based on trust, communication, and transparency. We are always available to answer your questions and provide ongoing support as your financial needs evolve over time.
If you are looking for a financial advisor who can help you prepare for a successful retirement while helping to manage risk, contact us today to schedule a consultation and learn more about our services.
AWARDS AND RECOGNTIONS:
Thanks to the trust of our clients, Steve Lanza is ranked among Forbes top wealth advisors:
Steve Lanza: Managing Director, Financial Advisor
Disclosures:
Alternative investments are often speculative and include a high degree of risk. Investors can lose all or a substantial amount of their investment. They may be highly illiquid, can engage in leverage, short-selling and other speculative practices that may increase volatility and the risk of loss, and may be subject to large investment minimums and initial lock-ups. They may involve complex tax structures, tax inefficient investing and delays in distributing important tax information. They may have higher fees and expenses that traditional investments, and such fees and expenses can lower the returns achieved by investors.
Diversification does not guarantee a profit or protect against loss in a declining financial market.