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Helping Clients Achieve Financial Success

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Access to our personal portal is reserved for clients who have requested our portal services. This is a secure extension of our website designed to allow better, more convenient communication exchange, including documents and services. If you would like to learn more about this service, please contact us.
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Financial Sense Blog

Careful tax planning critical for RSUs — and other stock-based compensation

If you’re an executive or other key employee, you might be compensated with more than just salary, fringe benefits and bonuses: You might also be awarded stock-based compensation, such as restricted stock or stock options. Another form that’s becoming more common is restricted stock units (RSUs).
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Business Success in Just 5 Easy Steps!

Personal touches, like sending a follow up thank you note or a small gift via snail mail after a purchase, go a long way toward customer loyalty.
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Online Customer Reviews Gaining Momentum

With the popularity of online reviews, most shoppers these days peruse what other shoppers have to say before committing to a purchase.
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The IoT’s influence on Brand-Consumer Relationships

As the Internet of Things (IoT) grows and more items are added to the circle of connectivity, the relationship between consumers who use the objects and the brands that manufacture them will invariably change.
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Our Angle on Service

At Lewis & Knopf, we feel there are three elements of service that are essential to our clients’ SUCCESS and SATISFACTION—quality, timeliness and affordability. Most large firms can only deliver on two sides of the service triangle—we take pride in the fact that we can fulfill all three.
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