Fee Based Financial Advisors

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.

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”

Keep Up With Lion’s Wealth Watch. Listen. Read.

Advanced Planning Videos

Latest Blog Post

Don’t Stress Test Your Wealth Plan—Until You Read This

Discover the three essential steps high-net-worth families must take before evaluating the strength of their wealth strategy.

Your wealth plan might look solid on paper, but stress testing it too soon—or without proper preparation—can do more harm than good. This free special report reveals the three strategic moves you must make to protect, preserve, and grow your wealth before putting your plan under pressure.

Learn how successful families are creating meaningful legacies, avoiding costly blind spots, and staying aligned through life’s inevitable transitions.

Why You Need It

Avoid making premature decisions that could compromise your long-term goals
Identify potential gaps in your current financial, tax, and estate planning
Align your family and advisors with a clear, cohesive vision
Maximize impact and legacy through proactive, values-based planning
Gain confidence that your plan can withstand economic, personal, and market disruptions

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.

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).

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.