1990 Main Street,
Our Primary Purpose
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Jeff Lashley's professional approach is a customized process that begins with a comprehensive financial review. He then works with you to provide you a better understanding of the financial concepts behind professional portfolio management, risk management, retirement planning, estate planning, and wealth preservation. Jeff will also work in conjunction with external tax and legal advisers to assist you in pursuing your overall financial goals.
After graduating from Pittsburgh State University with a Bachelor's degree in Finance, Jeff began working in the financial services industry in 1994, and held positions at Merrill Lynch, UBS Paine Webber, and Morgan Stanley. In 2005 Jeff started Lashley Wealth Management Inc, affording himself the pleasure of working more independently and with his clients' best interests as his top priority.
With more than 20 years of experience in the financial services industry, Jeff utilizes that experience to offer key wealth advisory services and a comprehensive service approach that seeks to exceed his clients’ expectations year after year. We are dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance.
Please get in touch with us today to learn more about how we can help you plan for your future.