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Create an Impact and Leave a Legacy of Significance Connecting Families and Communities

Your wealth is more than just money. It’s leading a life that embodies your values. It’s creating a far-reaching impact. It’s ensuring your next generation will have a legacy. It’s confidence in your future.

What We Do

Live Your Life by Design, Not by Default

Wealth Planning

Providing guidance and direction to grow and preserve your wealth.

Tax Mitigation

It’s not just what you make, it’s about what you keep.

Wealth Transfer

Talk with your loved ones about the transferring of assets.

Risk Mitigation

Prioritize the protection of your financial assets.

Investment Management

Achieving a well-diversified portfolio will help meet your goals.

Cash Flow Planning

Use your budget to change your spending patterns and improve your cash flow.

Charitable Gifting

Make your giving go further towards the causes you care about most.

Retirement Planning

Create a clear, actionable road map in planning your retirement.

Business Succession Planning

Guidance through a new business vision or acquisition.

What We Do

Live Your Life by Design, Not by Default

Wealth Planning

Providing guidance and direction to grow and preserve your wealth.

Tax Mitigation

It’s not just what you make, it’s about what you keep.

Wealth Transfer

Talk with your loved ones about the transferring of assets.

Risk Mitigation

Prioritize the protection of your financial assets.

Investment Management

Achieving a well-diversified portfolio will help meet your goals.

Cash Flow Planning

Use your budget to change your spending patterns and improve your cash flow.

Charitable Gifting

Make your giving go further towards the causes you care about most.

Retirement Planning

Create a clear, actionable road map in planning your retirement.

Business Succession Planning

Guidance through a new business vision or acquisition.
Learn More About The Lion’s Wealth Plan

Meeting Your Personal Style, Needs and Objectives.

Our process-driven environment allows for efficient operations and an unparalleled level of high-touch, customized client service that is specific to your style, needs and objectives.

This level of due diligence results in our ability to understand all the moving parts in your life and to address your wishes, concerns and preferences in the context of your strengths and weaknesses.

To learn more about your wealth management, download a “Guide to Elite Wealth Management”

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Strengthening a benefit that protects you, your family, and your income.

How to increase your retirement wealth by 60% to 100%

  • Death Benefit Protection

  • Cash Accumulation

  • The Use of Leverage

Schedule a Discovery Call

We offer a complimentary “Get Acquainted” meeting to learn about your goals and see if our services are right for you. Take us up on a cup of coffee and a second opinion – both are free.

How Can We Help?

At Lion’s Wealth, our goal is to help you reach your goals, whether you’re just getting started, preparing for retirement, or well into your golden years.

Set My Family Up For Success

I am a business owner looking to grow my personal wealth for my family

Accumulate Wealth and Pursue Goals

I want to protect the wealth I’ve acquired and put it to work for me so I can continue to grow my assets.

Prepare for Retirement and Beyond

Retirement is approaching, and I want to make sure my family has the income we’ll need.

Make the Most of Retirement

I’m already retired and want to make sure my legacy is protected (and I don’t run out of money anytime soon).
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Disclaimer: Lions Wealth Management Inc. is a State of Minnesota Registered Investment Advisory firm helping individuals create retirement strategies using a variety of investment and insurance products to meet their needs and objectives. Content on this site is provided for information purposes only and should not be considered investment or insurance advice. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Such information is provided for informational purposes only and should not be considered investment or insurance advice and should not be considered a solicitation to buy or sell any of the products mentioned. Neither the firm nor its representatives provide tax or legal advice and nothing herein should be construed as such. Information provided herein is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. ​Always consult with your financial advisor, tax advisor or attorney regarding your specific circumstances.
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