Lincoln Wealth positions itself as an independent, global wealth management firm dedicated to preserving and growing the wealth of its clients. The company offers a comprehensive suite of services, including discretionary and advisory investment management, holistic wealth planning, and trust and fiduciary services. Their approach is centered on building long-term partnerships with high-net-worth individuals, families, and institutional clients, creating bespoke financial strategies to meet complex, multi-jurisdictional needs.

Founded in

United States