WANK & LIPTZIN ADVISORY SERVICES LLC

Overview

Wank & Liptzin Advisory Services LLC is a small, independent registered investment adviser that focuses on hands-on financial planning and portfolio management for individuals, families and small-business clients. The firm also operates as an insurance broker, so its advice and solutions can include insurance products alongside managed portfolios. Fee billing is primarily hourly, which aligns with a planning-centric engagement model rather than a pure asset-fee practice. Investment activity is conservative-to-moderate in profile: the firm leans heavily on publicly available pooled vehicles—chiefly mutual funds—and uses corporate debt to add fixed-income exposure. It does not position itself as an ESG-driven allocator and there is no indication of broad multi-state advisory operations or pension consulting. All reported assets are managed on a discretionary basis, suggesting clients grant the firm authority to implement portfolio decisions rather than only receiving advice.

Assets & Accounts

Investments & Alternatives

Location & Offices