Why Lion’s Wealth?

There are roughly about 130,000 financial advisors in the United States. Why should you work with Lion’s Wealth? We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Your pursuit of leading a life of significance begins with a framework for success. No matter your definition of wealth, we will be there every step of the way. Our process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customized financial plan that adapts and changes as your life progresses.

Proven Process

Creating a life of significance is not easy. Having a far-reaching impact can be even tougher. Our holistic approach is designed to help you make informed decisions about growing your wealth, mitigating your taxes, taking care of your heirs, protecting your assets from being unjustly taken from you and maximizing your charitable impact.

Our unique Wealth Management process encompasses three distinct areas:

  • Investment Management

  • Advanced Planning
  • Relationship Management

Why Us

We make the complex simple.

As your trusted advisor, we’re focused on adding convenience and simplicity to your life.

Whether you’re investing hundreds or millions, at Lion’s Wealth Management we’re about much more than results – we’re about helping you understand where those results came from and why we chose the strategy we did. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Accountability

We are here to help you keep what’s best for you and your family in mind at all times.

If you’re spending too much or not saving enough to stay on track for your goals, we will make sure you know it – and we’ll make sure it gets set right.

  • Your best interests come first. Always.
  • Customized financial planning
  • National resources to support your advisor
  • Support when you need it most

Coaching

We’re here to coach you through anything and everything. We’re not just a financial advisor. Looking toward a change in profession? We’re here to help. Just went through a divorce? Let’s talk about what’s next. Wondering where you should live in retirement? We’ll give you a neutral opinion – and we probably have a few ideas of our own.

Most advisors only care about the table stakes of investments and managing money. While these are important factors, we’re also interested in helping you plan all the key areas of your financial life.

  • Pursue your definition of true wealth
  • Customized financial planning
  • Trusted advice from a trusted advisor
  • Plans built for your risk tolerance

Advocacy

We’ve been there before, and we can help you take the steps you need to accomplish your goals. At Lion’s Wealth, we don’t just take you from one item to the next – we identify and communicate what should take priority when and guide you each step of the way. In other words, we don’t just create a roadmap – we’ll help you get there.

  • Advice in common language
  • Regular meetings with your advisor
  • We act as a teacher and a guide

Discover your financial potential.

Our discovery sessions take about an hour and a half. We will discuss all areas like your current financial state, where you would like to be, and see if we can identify some gaps and opportunities.

This process is designed to help determine if we’re the right team for you. If not, we have the resources to refer you to a different industry expert who might be better suited for your individual needs.

Contact us today to schedule 15-minute introduction call!

Schedule a call