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& Lantern Investments is a wealth management boutique with a national presence. We educate and guide our clients to financial goals. We accomplish this by leveraging our in-depth bond expertise, smart technology & highly personalized service.

wealth. We build customized roadmaps to financial independence by optimizing the investment holdings in each client portfolio. We use low-cost exchange-traded-funds (ETFs) with specific attributes to enhance

those looking for smart, commercial real estate services in San Francisco. We tailor our services to ensure that 26 years and we specialize in office and retail leasing, consulting and investment sales. Our team is highly skilled and professional when it comes to tenant and

guidance that simplifies and brings clarity to complex financial decisions. We specialize in helping tech professionals and executives. Our services include personal financial planning, traditional investment management, tax-smart investing, tax planning, estate planning, and risk management