About

Lane joined Wealth Enhancement through 2016 partnership with HHG & Company. Before joining the financial services industry, she worked as an attorney, litigating high net worth dissolution and child custody matters. She frequently draws on her legal experience to advise her current clients. Lane frequently authors articles and speaks at local and national events regarding financial planning. Recently, Lane was featured as a roundtable panelist in Barron’s “Protecting Your Nest Egg from Rising Prices”. 

Lane strives to eliminate clients’ financial worries through holistic planning. After gaining an understanding of her clients’ concerns, she aims to develop strategies to support those goals while minimizing the risks. Lane resides in Riverside, Connecticut with her family. In her free time, she enjoys rowing, cooking, traveling, and volunteering. She is also a member of the Greenwich Junior League and works with several non-profits in Fairfield County.

Education

  • BA - Communications, Boston College
  • MBA- Finance, Fordham University Graduate School of Business
  • JD - Pace University School of Law

Awards

  • Lane was a Five Star Wealth Manager Award Recipient (2021-2024)* and she was named on the 2024 AdvisorHub "Advisors to Watch”** Ranking as number 208 on the list of 250 Advisors to Watch (Under $1 Billion) category.
  • *Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2021, 2022 or 2023FIVE STAR Wealth Managers. Awarded 11/01/21 for the period of 2/15/21 - 11/01/21. Awarded 11/01/22 for the period of 2/28/22 - 11/01/22. Awarded 11/01/23 for the period of 2/13/23 - 8/31/23. Awarded on 11/1/24 for the period 2/13/24 - 8/30/24.
  • **Awarded for the period from June 2024-June 2025. Data used is from 12/31/2023 and 12/31/2022. 

Recent Media Appearances

Articles by topic

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Blog

Although estate planning can be complex, one of its primary goals is to help you make sure that your loved ones are taken care of into the future. That’s often why people choose to create trusts—legal structures that let you transfer assets to your beneficiaries while also reducing your estate tax liability. Not surprisingly, spouses are frequent beneficiaries of a trust.
Lane Marmon J.D., MBA

Blog

What if you could sell off a highly appreciated asset, avoid capital gains taxes and create a steady stream of retirement income for yourself or your loved ones? It may sound too good to be true, but those are just a few benefits of establishing a charitable remainder trust (CRT).
Lane Marmon J.D., MBA

Newsroom

Lane Marmon, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured by Barron’s in “Protecting Your Nest Egg from Rising Prices.” 
Lane Marmon J.D., MBA

Newsroom

Lane Marmon, Senior Vice President and Financial Advisor at Wealth Enhancement Group authored a byline published by Kiplinger in “Five Mistakes High-Net-Worth Individuals Make in Retirement.” 
Lane Marmon J.D., MBA

Newsroom

Lane Marmon, JD, MBA senior vice president and financial advisor at Wealth Enhancement Group was featured by Barron's in "Veteran Female Advisors Explain How More Women Can Succeed in Wealth Management." 
Lane Marmon J.D., MBA

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