Herold & Lantern Investments is a family-owned wealth management boutique with a national presence, serving individual and broker-dealer clients. With a commitment to personalized client experience, they combine risk management, capital growth, and wealth preservation strategies to help clients achieve their financial goals. Leveraging smart technology and their expertise in bond investments, Herold & Lantern Investments has been serving the financial needs of investors since 1972.
Through their advisory firms, Herold Advisors, Inc. and Lantern Wealth Advisors, LLC, they offer fee-based asset management, wealth management, and financial planning services to high net worth individuals and families. Additionally, their institutional team provides tri-party clearing arrangements to broker-dealers, small to mid-sized banks, and credit unions, helping them navigate new regulations and enhance cybersecurity measures. With a strong focus on dedication, accountability, proactivity, and responsibility, Herold & Lantern Investments is dedicated to building a strong future while continuing the legacy of their long-established firms.
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