Lederer Private Wealth Management, LLC (Lederer PWM) is an independent registered investment advisory firm headquartered in Sacramento, California. Lederer PWM provides customized wealth management services to high net worth households and retirement plans on a discretionary, fee-only basis.
Lederer PWM was founded by Jonathan E. Lederer, CFA, who left a large brokerage house to pursue his vision of owning a firm that could offer clients a compelling value proposition, delivering innovative financial solutions coupled with a high level of personalized, professional service. Trust and integrity are of paramount importance to Lederer PWM.
Lederer PWM incorporates a comprehensive client management process that enables the firm to offer clients a combination of financial planning and investment-management services. The firm’s investment philosophy is structured around providing customized management while also achieving competitive performance.
For more information, please contact Lederer PWM.