• Skip to primary navigation
  • Skip to main content
Lanyon Advisory Services :

Lanyon Advisory Services :

Financial Planning and Asset Management

  • Home
  • Why Us?
    • Team
  • Advisory Services
    • Asset Management
    • Financial Planning
  • Resources
  • Musings
  • Contact
  • Client Login

Financial Planning
and Asset Management
for Executives and
Entrepreneurs of Rapidly
Growing Companies
Financial Planning
and Asset Management
for Executives and
Entrepreneurs of Rapidly
Growing Companies

Our Services

Financial Planning

We live in an increasingly complex world -- capital gains, income and estate taxes will take a bigger toll on your assets. We help structure your assets and transactions to be more tax efficient.

Asset Management

However, you can be long or short on each of these, or can invest in the public or private markets. We manage around your current assets and look for new opportunities in the marketplace. Each client’s portfolio is unique and customized to their specific needs and values.

Our Approach

For each client, we look at five key elements and seek to understand the nature and characteristic of each.

Is there enough income? Are there liquid assets? Private business interests? Concentrated Stock?

Each client has a different mix of parts – our job is to help assemble the pieces the right way, to create your picture.

Assets: What do you own?

Liabilities: What do you owe?

Income: How much comes in?

Expenses: Where does it go?

Protection & Planning: How are the assets owned? What is insured? How is everything protected?

Recent Musings

Babies are Coming ?

By Damien Lanyon July 9, 2020

Efficient Markets ?

By Damien Lanyon June 11, 2020

Taxes for 2021

By Damien Lanyon May 28, 2020
Lanyon-Logo

Lanyon Advisor Services

3790 Via De La Valle, Suite 306 E
Del Mar, CA 92014

Office: 858-353-4106
Toll Free:877-526-9661

©2020 · Viewpoint Financial Partners, LLC dba Lanyon Advisory Services · Privacy Policy