Lantern Wealth Advisors Selects Future Capital to Manage Clients’ Held-Away Retirement Accounts

August 17, 2022

Technology creates a new revenue stream for advisors in delivering a personalized and customized portfolio management experience

CHATANOOGA, Tenn. (PRWEB) August 17, 2022 -- Future Capital, a FinTech company that connects financial advisors to their clients’ held-away retirement assets, announced today a partnership with New York–based Lantern Wealth Advisors. READ MORE

Company Info

35 Pinelawn Rd., Suite 101E
Melville, NY 11747
631.454.2000

845 Third Avenue
Suite 1703
New York, New York 10022
212.371.3950

Our Disclosure

Wealth Advisory solutions provided by subsidiaries of Percheron Asset Management Group, Inc.: Herold Advisors Inc. and Lantern Wealth Advisors, LLC., SEC registered investment advisors. Securities offered through Herold & Lantern Investments Inc., a registered broker dealer, Member FINRA, MSRB, SIPC.

Bernard Herold & Co., Inc.
Rule 606(a)1 Reporting Public Disclosure

Herold & Lantern Investments, Inc. Rule 606

 

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