Helping protect your capital as you work towards building wealth.

"A popular Baby Boomer cartoon show, 'The Jetsons,' envisioned the future six decades ago... many thanks to characters like George, Jane, Judy, Elroy, and of course, Astro."
– Kevin Lane, Founder
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Services

What We Do

As fee based fiduciaries we strive to earn your business every day. We do this using state of the art tools for investment management and financial life planning.

Investment Management

Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.

Trust Services

Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.

Retirement Planning

We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process.

Tax Planning

Our tax team reviews your recent tax returns to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.

Financial Planning

Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.

Private Client Services

Highly complex needs can require sophisticated solutions. Private Client Services members get the one-on-one support they need.

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Find a

Lane Brothers Location

Prescott, AZ

1560 Plaza West
Prescott, AZ 86303

Scottsdale, AZ

7373 E. Doubletree Ranch Road
Suite 200
Scottsdale, AZ 85258