Providing Clients With Tools to Keep Focused The core service of our practice is Wealth Management. That is helping clients to organize, simplify and manage their financial resources. Our mission is to provide the very best service to our clients so that they can concentrate on the important issues in their lives—family time, travel, charitable work, career building, or higher education. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA (finra.org) / SIPC (sipc.org). Jayne Byrne, Michael Lerner, and Steven Lerner are licensed insurance brokers in CA. The financial professionals associated with Nautica Wealth Advisors may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit: https://www.nauticawealthadvisors.com/ Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
