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| Lang Capital |
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Overview:
Lang Capital is a private wealth manager serving the Carolinas with offices in Charlotte and Hilton Head. Our founder, Pete Lang, is an Investment Advisor who serves as a Fiduciary to Lang Capital's clients. Pete is a retired tax attorney and CPA. We back Pete's spirit of service and trust with specialized expertise in financial and retirement planning, including: investment advisory services, income planning, advanced tax planning and estate planning.
Historically you may have made investment and financial decisions only to find out at a later point in time how those decisions affected your retirement planning. In fact, it is imperative to understand how our investment and financial decisions affect the income taxes we pay, the income we receive and the risk we are willing to bear. Surveys of affluent Americans consistently tell us that their major frustration is that financial advisors should be more proactive about future issues that might affect their financial well-being.
Most financial advisors focus only on accumulating assets. Our job is to help you look forward and plan ahead to cut future tax bills, avoid unwanted risks, and help you avoid financial problems in your retirement years and with your estate plan. We use investment strategies tailored to overcome the challenges we face in today’s turbulent economic times.
Our simple, free, no obligation Money Matters Review is a great way of helping you achieve your true needs and desires. We will also help you determine if your current strategies match up with your plans for today and for your future.
The wonderful benefit of our Money Matters Review is that it applies to any financial decision or concern you have, it helps you stop your money from falling through the cracks, and it assures that any major financial decision you make is right for you. In other words, learn what questions to ask before making any financial decision and identify ways to assure your decisions are in your best interest. |
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History:
Unlike many investment advisors, Pete started his career as a trusted advisor as a tax and corporate attorney helping his client's analyze and structure sometimes complex investment, tax and estate plans. Pete's goal was, and continues to be, to assist his clients in sorting through the complexities of investments, transactions and plans in order to make stronger investment and business decisions. Pete's gift is to be able to make complex planning matters simple and easy to understand. Pete accomplishes this by introducing his clients to financial decision making processes that assist the client in making well informed financial decisions.
In the mid 90's, Pete made the move not only to working directly with investments but also placing those investments or “securities” with clients. Rather than working as a stock broker, Pete took a more challenging route - the syndication and placement of “exempt” securities to accredited high net worth and ultra-high net worth individuals. Specifically, Pete took investment opportunities from the drawing board to the real world, thereby creating fully funded investments for his client base. Pete's background as a CPA and tax attorney made him uniquely qualified to accomplish these tasks as each investment had to be organized, incorporated and syndicated. The securities that Pete and his team structured were exempt from SEC registration and, therefore, were placed with accredited investors. These securities were tailored to fit seamlessly within each accredited investor's portfolio from both a risk and tax perspective.
In order to serve both as an independent fiduciary to his client base and also to advise his clients on registered securities which might be appropriate for their portfolios, Pete also became a licensed Investment Advisor Representative. Today Lang Capital's client base is almost 100% retirees and pre-retirees including, but not limited to, high net worth and ultra-high net worth investors. The investment philosophies that were pioneered in the 90's still exist today in Lang Capital's model investment
portfolio. Specifically, these philosophies ensure: i) potential investment returns justify the risk and fees associated with any given investment; ii) cash flows from investments remain consistent and sustainable; and iii) investments are structured for maximum tax efficiency and fit within a greater
tax plan for each individual investor. |
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