When It’s Time To Turn To A Pro. Turn To Us.

Important Disclosure: LotusGroup created the below partial list of its clients by applying objective selection criteria to its full list of clients. The inclusion of a client does not imply that the client endorses or recommends LotusGroup as an investment advisor. The objective criteria used to create the list does not consider any information about the investment performance of any client accounts, nor any other financial metrics, and no conclusions about the quality or nature of LotusGroup’s advisory services should be drawn from this list. The list was created by selecting all clients and then obtaining consent from those clients to display their identifying information. The list is sampled randomly such that no one client is displayed with any priority. Professional identity information is based on the most recent employment information provided to LotusGroup by the client, is subject to change, is not intended to be a recommendation or endorsement by any listed company, and does not imply any partnership between LotusGroup and any listed company. Each of the clients you see above has supplied us their photo and given us their explicit permission to use it here.

A Wealth Dashboard For Control

When it comes to understanding your future, the first step is gaining visibility and control to the full picture.  We provide a mobile Dashboard where you can see your full net worth and reports, while having an organized way to keep track of all important documents and contacts should the need arise.  Feel the comfort and safety of having your full financial picture organized, and at your fingertips.

Lifestyle Planning

We help professionals and their families to live the lifestyle they are used to while saving for a future they hope for.  Having a plan can help provide the safety and comfort of knowing your hard work is being rewarded.  Additionally, our online tools allow you to instantly test various scenarios and their impact on your future goals (for example, the home remodel, sending kids to public vs private school, time off from work or switching jobs).

Handcrafted Investment Solutions

We don’t really care whether you compare yourself to others or whether you are a maverick who goes against the crowd.  What does matter is that these behaviors are indicative of which investment strategy is best suited for you.  Getting this right is the difference between sticking to a strategy that fits you best, or constantly searching for answers while getting burned along the way and stunting your success.  LotusGroup’s proprietary behavioral assessments help professionals choose the right strategy fit, the appropriate risk profile, and the optimal mix between public and private investments.

Marital Harmony

As busy as everything is with professionals, how do they increase the odds of marital harmony as it pertains to finances.  One person may be a spender and the other a saver.  One a risk-taker, and the other a conservative.  One may be a collaborator that seeks out advice, and the other an analyzer.  These contrasts can create friction in relationships, or worse can result in anger or divorce.  LotusGroup helps couples to merge finances and to explore behavioral differences, with a goal of improving harmony, happiness and success.  Let’s keep the train moving forward and avoid unnecessary friction.


We for sure know that we are a wealth management firm, focused first on helping you define and achieve your long-term goals.  But it wouldn’t be any fun if that’s all we did.  At LotusGroup, we enjoy throwing fun events that are both unique in nature and allow clients to connect on a deeper level with other professionals.  We also enjoy sponsoring a number of charitable events where we have all been guilty of having a drink or two, or three.  Hey, it’s for the kids right?

Make Life Count