In The News

Andrea, the wife of the Mayor of Beverly Hills, Bob Wunderlich, was featured in the August 5, 2021 issue of the Beverly Hills Weekly. 

Read the article at



Lewis Wallensky and Andrea Spatz were recognized in Los Angeles Magazine, in the January 2017 issue,

as "Five Star Wealth Managers in Los Angeles".

Lewis was also recognized for this award in the January 2014 and January 2016 issues, making him a

Three-Time Winner of this recognition!

Congrats to Lewis and Andrea for being named a Five Star Wealth Manager!  



















Five Star Professional, an independent company, screens award candidates against ten objective eligibility criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Receipt of the award is not indicative of investment performance. For more information visit


"Wealth Managers Emphasize  Intergenerational Planning"


Andrea Spatz was honored by the Shalom Institute         December 5, 2015 at the W Hotel in Hollywood.

Congrats to Andrea for receiving the David and Rae          Finegood Leadership Award! 

Shalom Institute Gala 2015 - Come Celebreate With Us





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