Wealth Coordination & Personal CFO in Westchester NY | Est. 2003
Sophisticated Wealth Coordination for the Modern Steward
Lyceum Financial Group LLC provides fee-only, research-driven Personal CFO services for high-net-worth families across the Tri-State regions most prominent wealth centers - from the Hudson Valley to Lower Fairfield County.
COLLECTIVE GOVERNANCE STRENGTH
Boutique Fiduciary, Institutional Capability
Significant wealth requires a multidisciplinary architecture. We provide a unified integration of tax, estate, and capital markets expertise to serve as your collective Personal CFO. By combining institutional-scale resources with boutique fiduciary accountability, we replace fragmentation with a clear, actionable blueprint. Our approach coordinates three primary pillars: Strategic Wealth Planning, Tax-Smart Investment Strategy, and Legacy Optimization.
Strategic Wealth Planning
Comprehensive cash flow and retirement modeling designed for complex family structures. We provide the forensic oversight necessary to ensure every asset is working toward your long-term objectives.
Tax-Smart Investment Strategy
Evidence-based portfolio management designed to maximize after-tax returns and mitigate systemic market risk. Our approach is rooted in academic rigor, not speculative noise.
Legacy & Entity Optimization
Sophisticated estate coordination and business transition planning to protect your legacy across generations. We integrate legal and tax perspectives to ensure seamless wealth transfer and asset protection
DESIGNED FOR COMPLEXITY
Strategic Command of the Total Balance Sheet
Significant wealth rarely exists in a vacuum. Whether managing the transition of a private enterprise, the governance of a family legacy, or the optimization of corporate incentives, we provide the institutional framework required to protect and advance your total balance sheet.
Executives
Optimizing concentrated positions and complex deferred compensation.
Families
Coordinating governance and legacy structures to preserve wealth across decades.
Business Owners
Navigating the intersection of enterprise value and personal liquidity.
Institutional Standards
Integrated Investment, Tax & Advisory Expertise
Our unified structure ensures that your private wealth architecture and your tax landscape are managed under a single, cohesive strategy.
Investment Adviser Representatives
Registered in New York, New Jersey & Connecticut
Registered Representatives, Member FINRA/SIPC
Certified Public Accountants (CPA)
Licensed in applicable jurisdictions
CFA® Charterholders
Master of Business Administration (MBA)
Sophisticated Wealth Coordination
In partnership with Cerullo LLC | Integrated Tax & Accounting Services
Elmsford, New York
Serving the Tri-State Area
jbabcock@cerullocpa.com
914-332-4040
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