lernergroup

The Lerner Group operates as a wealth management firm through Hightower Advisors, maintaining SEC registration as an investment adviser while delivering financial guidance through their Money Talks blog, Instagram presence, and YouTube channel. Managing Director JR Gondeck leads the practice alongside partner Matt Taylor, who brings specialized fixed-income experience to the team's investment strategies. The firm's digital platforms distribute market analysis and portfolio management insights through their Moving Markets series and Wealth Approach Podcast. The practice focuses on comprehensive financial planning for family offices, addressing estate structuring, wealth preservation, and intergenerational transfer strategies. Their advisory services encompass specialized guidance for life transitions, including post-divorce financial reconstruction and legacy planning. The team provides ongoing market analysis and portfolio oversight while helping clients integrate personal values into investment decisions. Content production spans three primary channels: economic commentary through Moving Markets, financial education via Money Talks, and strategic planning discussions on the Wealth Approach Podcast. The firm delivers services through Hightower's institutional platform, combining market research with implementation strategies for family wealth management. Their advisory framework addresses portfolio construction, risk management, and long-term capital preservation.