Marc J. Lane, Master Registered Financial Planner
Marc J. Lane Wealth Group

Financial Services

For clients with investable assets of over $500,000 we offer a fully customized portfolio solution where both common stock and fixed income securities are managed pursuant to agreed upon asset allocation targets. A portfolio of 30 to 35 individual common stocks is actively managed, strategically targeting those economic sectors our Investment Committee deems favorable. This fully diversified large cap equity portfolio strategy is then augmented by a number of ETF positions as a means of gaining access to additional equity market segments. This equity approach is then combined with a laddered maturity fixed income strategy. Tax appropriate, individual fixed income securities are utilized with maturities spaced, or laddered, over an agreed upon time frame. For socially responsible investors with over $500,000 we offer the Advocacy Investing® approach. This methodology employs a positive “best in class” portfolio screening strategy that, after first identifying companies with sound business fundamentals and solid corporate governance, screens those companies for corporate behavior that reflects and promotes the investor’s personal beliefs and values. The firm’s strategy is particularly appealing to individuals and organizations unwilling to sacrifice investment performance as they back socially and environmentally responsible companies. For clients with investable assets of between $200,000 and $500,000, we have developed an ETF based, portfolio management solution.These portfolios strategically target a broad range of market sectors, actively managing sector and subsector exposure through the use of a wide range of ETF products. Consequently, these portfolios benefit from the same sector allocation analysis that our higher balance portfolios do.

The Law Offices of Marc J. Lane provides general corporate organization and management planning from the initial selection of the business structure through the entire incorporation process, including negotiation and development of the capital structure, financing placement, shareholder agreements and securities law compliance. On a continuing basis, we work with our clients to maximize their business structure's utility and legal compliance through the initiation, negotiation and drafting of employment agreements, stock purchase agreements, leases, fringe benefit programs, and mergers and acquisitions. We also provide corporate tax planning advice to help our clients' structure business operations and transactions to achieve the best possible tax results. When representing privately held businesses, our wealth planning attorneys focus on the accumulation, protection and transmission of wealth, taking into account the client's overall business, personal and family goals. As general counsel, The Law Offices of Marc J. Lane provides continuing initiative in all areas of legal decision-making.

The Law Offices of Marc J. Lane provides individuals, families and businesses with innovative and effective tax and estate planning strategies. We counsel clients on virtually every aspect of tax and estate planning, to help minimize worry and risk. Our attorneys work closely with clients to evaluate their unique situations and help them achieve their goals. We put in place all necessary documents to maximize tax efficiency and minimize the risk of disputes