The Liss Group has a combined 75+ years of wealth management experience and oversees approximately $990 million (as of May 2024) in assets for high net worth individuals, foundations and small businesses. Our main focus is to provide our clients with wealth management services designed to address a wide range of financial needs. Using a personalized goals based approach, we provide customized advice and guidance based on what is most important to our clients. We work closely with clients CPAs and other financial professionals to help make sure all of their financial goals are aligned.