Our Firm

L&L Partners Wealth Management, LLC is an investment advisory firm founded in 2006. Our actively managed portfolio clients include, profit sharing and 401k plans, family offices and individual investors. Our mission is to help build wealth through traditional and alternative investments.
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L7L Partners Wealth Management Our Approach


While other advisors speak of their “approach,” we view our investment philosophy as a “process” – a multifactor process. We believe that balancing your financial objectives while maintaining the proper risk tolerance involves an ongoing conversation. As such, your ultimate portfolio allocation will be solely determined by risk parameters and financial objectives that cater to what is best for YOU. So, what is really different about L&L?

History doesn’t repeat itself but it often rhymes.

— Mark Twain

L&L Partners Wealth Management LLC

L&L Partners Wealth Management LLC (“L&L”) is a registered investment advisor with its principal place of business in the State of New York. L&L and its representatives are in compliance with the current registration requirements imposed upon registered investment advisors by those states in which L&L maintains clients. L&L may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.