About Us

With roots going back to 1971, Marc J. Lane Wealth Group^™ is comprised of The Law Offices of Marc J. Lane, a Professional Corporation; Marc J. Lane Investment Management, Inc.; Marc J. Lane & Company; and Marc J. Lane Risk Management, Inc. We offer successful people and their organizations a strategic, multidisciplinary approach to tax, investment, corporate, estate and insurance planning. We counsel clients from a wide spectrum of occupations, backgrounds and situations. Our clients include executives, private investors, individuals, families, businesses and their owners, nonprofit organizations, professionals and philanthropists.

Marc J. Lane Wealth Group^™ is widely recognized for excellence. Our professionals include attorneys, Certified Financial Analysts, Certified Public Accountants and financial planners.

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"Advocacy Investing", "Promoting Your Own Values", "SRI Open Forum", "Your Profit. Your Passion. Your Power.", "The Next Generation of Socially Responsible Investing", and "Advocacy Avatar" are trademarks of Marc J. Lane Investment Management, Inc. (Member SIPC) registered in the U.S. Patent and Trademark Office and may be registered in certain jurisdictions. "Protecting Today's Wealth. Building Tomorrow's." and the Marc J. Lane Wealth Group logo are trademarks of The Law Offices of Marc J. Lane, a Professional Corporation registered in the U.S. Patent and Trademark Office and may be registered in certain jurisdictions. "Marc J. Lane Wealth Group" is a trademark of The Law Offices of Marc J. Lane, a Professional Corporation and may be registered in certain jurisdictions.