We didn’t start out as trusted advisors, we earned the honor.

With our clients and within our team, trust is what binds us.  LSG is made up of a close-knit group of seasoned professionals who share a common belief that through collaborative effort, and complementary expertise we can bring our clients the most objective and sound advice possible. As you’ll glean from our bios, many of us have worked together for years. We respect and trust each other, and work together seamlessly.

Our group has been carefully chosen and crafted for our professional and personal experiences and expertise. Each of us provides a level of personal attention and individual care to a process that at times can feel intimidating and fraught with emotion. Whether you’re an individual investor, a corporate plan sponsor, or a trustee, we harness the notion that when you succeed, we succeed.

Client Testimonial –

“We want to express our sincere gratitude to the entire Lucien, Stirling and Gray (LSG) team for working so closely with us since we started planning for retirement. We know we would not be in the secure financial situation we are in without all your hard work.

From the start you have always been there when we have a question or concern and always provide answers and education. We were particularly impressed, and still are, with the time and effort you always devote to getting to know us as individuals and tailoring your guidance based on our unique needs. You continue to tailor your guidance as our needs and wishes change over time.

We worked hard, saved and invested for years to secure a future but when it came to retirement we didn’t know where to begin. The team at LSG has done a wonderful job in guiding us through the process. We think their best quality is making our priorities their priorities. We have confidence in stating we could not be happier.”
Willy & Val 

Disclosure –
Willy & Val have been a clients of LSG since 2019.  Their experience may not reflect the experience of other clients, nor does it guarantee future success or performance.  Willy & Val did not receive any compensation, whether direct or indirect, for sharing their experience with LSG and do not have any conflicts of interest with our current clients.