Lava Wealth Management is a truly independent investment advisor based out of Montauk and New York City. We make no performance promises (nor would the SEC let us). What we do promise is that we will work hard, with intelligence and great integrity, to help you achieve your investment goals. We aim to achieve reasonable growth with great attention to capital preservation.
Getting to the core of what matters.
Investment Philosophy that comes from a deeper, wiser positioning.
Find out what it means to engage a truly independent investment advisory.
Learn what makes us tick — and learn how we think.
Read thoughtful reflections on investment, leadership, and decision-making written by our founder.
Investing in the markets has stood the test of time as an important part of any financial positioning. Let Lava Wealth Management help you understand your risk tolerance and build a portfolio of equities and fixed income that suits your needs.