The LSS Group

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.

The 2020 Forbes "Best-In-State Wealth Advisors" award was announced January 2020. Data as of 6/30/2019. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2020 Working Mother Magazine's "Top Wealth Advisor Moms" award was announced September 2020. Data as of 3/31/2020. SHOOK considered women advisors with children living at home under 21 years of age. The ranking algorithm is based on qualitative measures derived from telephone, virtual and in-person interviews and surveys, considering factors such as: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Investors must carefully choose the right advisor for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information, please see <a href="http://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.

The 2020 Forbes "Top Women Wealth Advisors" award was announced April 2020. Data as of 9/30/2019. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: <a href="http://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>

The 2023 Forbes Best-in-State Wealth Management Teams award was announced January 2023. Data as of 3/31/22. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2023 Forbes "Top Women Wealth Advisors" and "Top Women Wealth Advisors Best-in-State" award was announced February 2023. Data as of 9/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2023 Forbes “Best-In-State Wealth Advisors” award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: <a href="https://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.

The 2024 Forbes Best-In-State Wealth Management Teams award was announced January 2024. Data as of 3/31/23. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2024 Forbes "Top Women Wealth Advisors" and "Top Women Wealth Advisors Best-In-State" award was announced February 2024. Data as of 9/30/2023. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. SHOOK is a registered trademark of SHOOK Research, LLC. For more information, go to <a href="https://www.SHOOKresearch.com">www.SHOOKresearch.com</a>.

Welcome

Your mission. Our insights.

Investment philosophy

Our areas of expertise

Business owners and executives:

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

Entertainers, artists and athletes

Strong industry recognition

Eden Lopez

Paula Steinberg

Leslie Schwartz

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

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

Global Insight 2025 Outlook: Beyond the Horizon

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