Contact Details
52 Toilsome Lane, East Hampton
(415) 806-9925
About LZD Heights Wealth Management
The complexities that come with wealth call for far-reaching care that frees you from the burdensome day-to-day management of your investments.
Working closely with a team experienced in serving distinctive individuals, families and businesses enables you to spend your time where it matters most.
We tailor our full range of wealth management services to wherever you are in life and your goals at each stage. Through a process that is detailed and time-tested, we go to great lengths to provide a holistic approach of custom financial planning, investment management, charitable giving and tax and estate planning strategies specifically for you.
As your financial stewards, we coordinate with your other trusted advisors to get a detailed look at every aspect of your life to ensure a holistic approach to serving you.
With a foundation of technical credentials and qualifications, including a CFA designation, an MBA from New York University and more than 30 years of finance-industry experience, Lauriann has held positions with such firms as Morgan Stanley, Goldman Sachs, BNY Mellon and Citibank.
Beyond work, she is dedicated to giving back in several ways. She has served on several nonprofit boards, including The Anchor Society of East Hampton; Rene and Veronica di Rosa Foundation, where she is a trustee emeritus; and the United Religions Initiative.
She also served as chair of the investment committee at Mills College and for the Parents Council at Lewis & Clark College.
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