LGC&D named ‘A Rising Star’

PROVIDENCE – LGC&D Wealth Management LLC has been listed as “A Rising Star” in the July 2008 issue of the CPA Wealth Provider.
The issue includes the second annual ranking of CPA firms that have established investment practices by assets under management. With $37 million under management, LGC&D Wealth Management LLC is the only Rhode Island firm in this group of firms with assets under management ranging from $10 million to $40 million.
LGC&D Wealth Management, an SEC-registered investment adviser, has been managing investment portfolios for individuals, qualified retirement plans, trusts and small businesses for more than five years.
Jerrold N. Dorfman, CPA and personal financial specialist/tax principal, manages the wealth management practice focusing on wealth enhancement, wealth transfer, asset protection and assisting clients develop philanthropic legacies.
LGC&D Wealth Management is a subsidiary of Lefkowitz, Garfinkel, Champi & DeRienzo P.C. Certified Public Accountants and Business Consultants (LGC&D). For more information, visit www.lgcdwealth.com.