Want to Meet with Len?

As Wealth Advisors, we emphasize wealth management consulting – developing long-term investment strategies for individuals and families. We take an objective, personalized approach, tailoring our advice in seeking to enhance, preserve and ultimately, for those who desire, to assist in the transfer of the family wealth.


Are you concerned that your income tax issues are not matched to your investment advice.  At Viscito Financial Service we live and breathe income taxation and investment planning.  The coordination of these two issues makes a difference. 


We supplement our work with a group of quality professionals to deliver sensible advice and sensible investments that fit the goals and needs.  My staff and LPL Financial all contribute, but it is my responsibility to understand your goals and needs.  From that understanding I offer sensible alternatives for you to select.


Our initial consultations are always complimentary.  Most often we meet in person however in some cases it is appropriate for a meeting to be proceeded by a telephone conversation.