NEW YORK, Sept. 17, 2019 /PRNewswire-PRWeb/ -- AdvicePeriod, an advisory firm built for advisors by advisors, is pleased to announce that WealthManagement.com named AdvicePeriod principal, Steve Lockshin, the Thought Leader of the Year. The WealthManagement.com awards recognize companies and individuals that support financial advisor success. Last year, AdvicePeriod brought home the top prizes for Best Family Office and Innovator of the Year.
"It is an honor to be recognized for the work we are doing," shares Lockshin. "Our entire firm is committed to reinventing wealth management by delivering tangible value to our clients."
Shortly after launching AdvicePeriod, Lockshin formed a specialized team within the company dubbed "the Lab," which he continues to oversee. This team consists of experienced professionals, including former trust and estate attorneys, CPAs and CFP Professionals who ensure a tailored experience for each family. Under Steve's leadership, AdvicePeriod has been dubbed a Best Workplace by Inc. magazine multiple times, as well as a Top Company Culture by Entrepreneur magazine.
"We're just getting started," Lockshin says. "As investing and basic planning become more and more commoditized–driving their associated costs down–we are driving estate planning efficiency up. Tax minimization is the only real alpha that remains."
AdvicePeriod's latest initiative focuses on creating an integrated professional services firm where clients only pay for the services they need and utilize. Trust, legal, tax, investments, bill pay, and financial reporting services are at the core of the offering. Lockshin adds, "At AdvicePeriod, through the use of technology, we are bringing modern solutions to some of the most antiquated areas of the wealth advisory industry."
About AdvicePeriod
AdvicePeriod is a leading, SEC-registered investment advisor dedicated to focusing clients on the critical decisions necessary for managing their wealth. Our mission: to make wealth management more fair, effective, and successful, for clients and advisors alike. To learn more, visit: https://www.adviceperiod.com.
SOURCE AdvicePeriod

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