Our Parent Partner
LWAG is a direct affiliate of North Star Resource Group, and Jane has been with North Star since 1983.
North Star brings with it over 100 years of experience in the financial services industry and a vast network of tenured professionals across investments, insurance, financial tax strategy, and more.
Additionally, North Star’s deep industry connections allow us to secure exclusive discounts, competitive pricing, and cutting-edge resources that wouldn’t otherwise be available to niche firms like LWAG.
Through this partnership, we provide a boutique, high-touch service backed by the strength and expertise of an established institution.
Our Broker-Dealer
Cetera Wealth Services is our broker-dealer, meaning they are the platform through which we run much of our business.
Cetera is one of the largest independent broker-dealers in the industry, giving us the autonomy to select a wide variety of financial solutions for our clients—without the limitations of a proprietary product-driven firm. Their independence allows us to focus solely on what’s best for you, offering access to a full spectrum of financial planning tools to match your unique needs.
Our Custodian
Behind the scenes, Pershing, a subsidiary of BNY Mellon, serves as our custodian, ensuring the safety and security of your assets. While you may never interact with Pershing directly, they are a critical part of the infrastructure that supports your financial well-being. As one of the largest and most trusted custodians in the industry, they handle transaction processing, account security, and regulatory oversight, helping ensure every dollar is managed with the utmost integrity and protection.