THE
STANLEY-LAMAN GROUP, LTD.
For Those Seeking
THE
STANLEY-LAMAN GROUP, LTD.
For Those Seeking
FIRM
OVERVIEW
The Stanley-Laman Group, Ltd. provides Tax, Financial, Estate, Business and Investment Management services, specializing in serving the complex issues surrounding high-net worth individuals and their families.
We are comprised of three groups: (1) Financial Planning Group; (2) Portfolio Management Team; and (3) an affiliated Law Firm - Laman Law, LLC.
Although each group is separately staffed, we find clients are better served with a coordinated effort across the various disciplines of Finance, Tax Law, Accounting, Trusts, Insurance, Investments, and Family Dynamics.
This format allows us to shorten timelines, reduce fees and deliver a more comprehensive and technically superior plan for our clients.
Co-Founder William Stanley’s time as CEO and Chairman of a major Public (NYSE) Company provides insights to capital markets, corporate governance and capital allocation which in our experience, very few financial planners can offer.
SERVICES
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Estate Tax Reduction
Charitable Planning
 
Assets Protection
Business Continuity
Business Transfer
Insurance Servicing
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Trust Administration
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Investment & Portfolio Management
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ESTATE PLANNING
Design an asset and business transfer plan, that in some cases spans three generations, while successfully protecting family wealth from beneficiaries’ creditors, divorcing spouses, IRS and other taxing authorities.
BUSINESS PLANNING
Assist Business Owners in passing businesses to heirs, identifying successor management, selling, going public, monetizing through private equity, implementing Advisory Boards, etc.
INVESTMENT MANAGEMENT
Our Investment Philosophy is grounded in the view that investors are better served long-term by:
a. Owning individual securities of exceptional companies
b. Finding these companies before the crowd
c. Expanding the search across the globe
The firm manages multiple Objective Based Portfolios ranging from:
CASH MANAGEMENT
Short-Term Government and Corporate Bonds and Money Instruments
MUNICIPAL BONDS
Tax Free Income for High-Net Worth Investors
CORPORATE BONDS
Designed to Generate High Income and Protect Principal
HIGH DIVIDEND
EQUITIES
Mature Companies Paying High and Growing Dividends
BLENDED EQUITIES
Providing Dividends and Growth
HIGH GROWTH
New Technologies with Potential to Grow Earnings and Values in Excess of
Market Returns
EMERGING MARKETS
(BROAD BASED)
Fast Growing Companies located in markets such as China, India, Vietnam, Mexico, Thailand, Poland
INDIA
Equities of High Performing Companies located and trading in India
VIETNAM
High Growth Companies trading in Vietnam
CHINA
High Growth and or Value Opportunities of Companies trading in China and Hong Kong
We recognize that each investor is unique in his or her circumstances
and we believe that our portfolios can be allocated in a manner that
is suitable for our client’s risk tolerance, income goals and timeline.
LAMAN LAW LLC
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Laman Law came into existence with the belief that the design and implementation of Estate, Business Transition, Charitable, and Asset Protection Planning was best served by the design team working in proximity with the Law Firm’s implementation team.
For over 30 years, SLG observed that the traditional method of the Financial Planner gathering client information, generating the Plan, and then handing it off to a 3rd party for implementation, resulted in an inferior product with high fees.
By bringing Financial Planning and the Legal Implementation process closer together, we believe we deliver a better, more comprehensive, and more cost-efficient product for our clients in a fraction of the time that traditional firms can provide.
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FOUNDERS
WILLIAM STANLEY, MSFS
PRESIDENT
JAMES LAMAN, J.D., LL.M
VICE PRESIDENT &
CORPORATE COUNSEL
INVESTMENT STAFF
BRAD STANLEY, CFA
CHIEF INVESTMENT OFFICER &
PORTFOLIO MANAGER
WEI HUANG, PhD, MBA, CFA
SENIOR PORTFOLIO MANAGER
GARY SOURA, CFA
SENIOR PORTFOLIO MANAGER
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STEPHEN OLIVERE, CFA
PORTFOLIO MANAGER
DAVID GONG, J.D., MBA
PORTFOLIO MANAGER
ROBERT McGILL, CFA
FIXED INCOME PORTFOLIO MANAGER
MATTHEW MONDIMORE
OPERATIONS & ADMINISTRATIVE ANALYST
FINANCIAL & LEGAL ADVISORS
STEPHEN TAYLOR, J.D., LL.M
TAX ATTORNEY
STEVEN ABEL, J.D., LL.M
TAX ATTORNEY
ALEXANDER BONDER, J.D., LL.M
TAX ATTORNEY
J. MICHAEL SHEA, J.D., Ph. D.
TAX ATTORNEY
ALEXANDRA THOMPSON
PARALEGAL
MICHAEL ALLEN, CFP®
FINANCIAL ADVISOR
BRENT MEYER
MARKETING ASSOCIATE
KRISTEN BECHTEL
MARKETING ASSOCIATE
ERIK SCHNEIMAN
MARKETING ASSOCIATE
INSURANCE & TRUST ADMINISTRATION
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NATALIE WILDEMORE
CLIENT SERVICING MANAGER
SARA SKIPP
LIFE INSURANCE UNDERWRITING
CASE MANAGER
MICHELLE KORAN
SCHEDULING & LOGISTICS
MEG BARTON
CLIENT SERVICING ADMINSTRATION
NATALIE RANDAZZO
CLIENT SERVICING ADMINSTRATION
CLIENT MAILINGS
Below you will find a sample of our most recent client mailings.
INVESTMENT MANAGEMENT
Nuclear Power is Back 1-2025
Election Impact
10-2024
Playing Seismic
Shifts for the Long-Term Investors 1-2025
ESTATE PLANNING
Estate Credit Repeal
5-2020
Board of Directors
12-2019
Gift Low Basis
Assets 9-2019
CONTACT
THE
STANLEY-LAMAN GROUP
OUR ADDRESS
1235 Westlakes Drive, Suite 295
Berwyn, PA 19312
Email: info@stanleylaman.com
Phone: 610-993-9100
Fax: 610-993-8382
For any general inquiries, please fill in the following contact form:
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