The best returns are more than financial


We help people accumulate wealth, protect wealth, transfer wealth and achieve financial independence. 

Solutions

To help accomplish your objectives, we deliver a wide range of financial solutions:

  • Wealth Management Planning
  • Retirement Planning
  • Estate Planning
  • Charitable Planning
  • Account Management Services

Global Insight Monthly

Global Insight Monthly cover - February 2025

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »

Take the next step

We welcome you to experience The Lester Investment Group difference for yourself. Contact us today to set up a meeting.

Meet the team