Welcome


Your mission. Our insights.

Guided by three women with more than 100 years of collective experience in financial services, The LSS Group serves the wealth management needs of business owners, real estate investors, C-suite executives and family offices, as well as the unique requirements of those in the entertainment industry.

Investment philosophy

The LSS Group organized its practice to harness synergies and leverage the global resources of RBC Wealth Management. Their strategic partnership, where investment advice, guidance and service are paramount, is based on a foundation of quality, integrity, transparency and collaboration.

Our areas of expertise

Business owners and executives:

As a business owner or business executive, your time is spent starting, running and growing your business. We understand business. As a business owner you pour your life into the business, you put everything into it. If you’re thinking about selling it at some point, it will be the biggest financial transition of your life, which shouldn’t be taken lightly. At The LSS Group, our job is to help you navigate matching your finances with your life goals by developing wealth plans with investments that reflect your personal needs. We help you through every stage of your business, including planning for your future as you transition out of it. Our goal is to simplify life for our clients. We want you to be able to take a breath when you work with us, so that you can focus on other areas of your life. We work closely with our clients to prepare for the short- and long-term future by providing an experienced perspective to help you make smart financial decisions and provide you with the resources to help make sound decisions. To learn more please click here

High-net-worth individuals, business owners and executives:

As a high-net-worth family, business owner or executive, your time is very limited and valuable. When you’ve created or inherited wealth, you have so many opportunities. Nothing is more important than building a solid infrastructure. At The LSS Group, we understand those challenges and opportunities that come with great wealth and great success. Family, company, contract, philanthropy — they’re all linked. All these pieces mesh with one another. Our job is to simplify life for our clients and help you manage and match your finances with your life goals by developing wealth plans with investments that reflect your personal needs. We are a single point of contact for our clients and their families and we help you through every stage of your personal life and business, including planning for your future as you transition out of it. To learn how we can help you please click here.
 

Entertainers, artists and athletes

As an artist, athlete or entertainer, we know you have unique needs. The LSS Group has experience and knowledge of these challenges, helping you achieve not only your financial goals but also your life goals, so you have something to show for your success. Whether you are an athlete or on stage as an artist we want to focus on your financial picture so you are able to devote all of your energy to your career. We also understand that our clients need to plan for the future now. We provide an experienced perspective to help you make smart financial decisions and provide you with the resources to help make sound decisions so you don’t need to stress about the future. We are a single point of contact for our clients, their families and their team. We work closely with you, your business manager and other members of your team to alleviate the stress of investing on your shoulders and help you live a sustainable lifestyle during and after your time in the spotlight. To learn how we can help you please click here.

Strong industry recognition

Working with some of the biggest names in music and entertainment, The LSS Group in their own right has earned recognition and accolades for strong wealth management leadership.

Eden Lopez
  • Forbes Top Women Wealth Advisor 2020
  • Forbes Best in State Wealth Advisor for New York in 2020, 2023
  • Forbes Top Women Wealth Advisor Best in State in 2023, 2024
  • Working Mother Magazine Top Wealth Advisor Mom in 2020
  • Advisor Hub - Advisor to Watch in 2022
Paula Steinberg
  • Forbes Best in State Wealth Advisor for New York in 2020
  • Forbes Top Women Wealth Advisor Best in State in 2023, 2024
  • Working Mother Magazine Top Wealth Advisor Mom in 2020
  • Advisor Hub - Advisor to Watch in 2023
Leslie Schwartz
  • Forbes Best in State Wealth Advisor for New York in 2020
  • InvestmentNews Women to Watch in 2020

Proud to be a Forbes Best-in-State Wealth Management Team

We are proud to be recognized by Forbes in 2023 and 2024 as a Best-in-State Wealth Management Team. 

Proud to be an official partner of Major League Soccer in the United States

Feel the excitement in the air as we celebrate the kick-off of another Major League Soccer season! Are you ready to raise your scarves up?

Global Insight Monthly

Global Insight Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  Read the Global Insight Monthly »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Latest Insights

Gold on a scale

Gold: More than meets the eye

In a conversation with RBC Capital Markets, LLC Commodity Strategist Christopher Louney, we look at aspects driving the gold rally and explain how world events and policy shifts could impact its prospects.

Read more

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