Lionshead Wealth Management

At Lionshead Wealth Management, we are dedicated to providing a unique and tailored standard of financial care to individuals, families, and business owners. Our mission is to help our clients define what is meaningful in their financial lives and provide the knowledge, guidance, and tools to Plan Fiercely.

Our Story

As an independent SEC-registered investment adviser based in New York City, we take pride in our collaborative approach to financial planning. Our team of experienced professionals works closely with each client to understand their unique needs and goals. We strive to provide clear recommendations, personalized service, and creative solutions to help our clients achieve financial freedom.

Our Services

We offer a range of services designed to help our clients maximize the efficiency of their financial, retirement, and estate plans. Our services include:

• Wealth Management: Our financial advisors provide tailored strategies to help you turn short-term growth into long-term outcomes. We work with you to develop plans tailored to your individual goals, helping you maximize your investments and create a secure financial future.
• Micro Family Office: Our Micro Family Office service provides comprehensive asset management services for family trusts, children, grandchildren, holding companies, and private assets. We are dedicated to meeting the unique needs and challenges of each family, providing support in areas such as financial planning, asset management, tax planning, estate planning, and business planning.
• 401K Plans: Our asset management team provides a comprehensive 401k development service to help you navigate the complexities of retirement planning. Our advisors will guide you every step of the way in creating a personalized plan designed to help you achieve your retirement goals.

Why Choose Us

At Lionshead Wealth Management, we are committed to providing exceptional service, creative solutions, and personalized attention to each of our clients. We are proud of our independence, which allows us to offer unbiased advice and tailored strategies that are in the best interests of our clients. Our team is dedicated to helping you Plan Fiercely and achieve your financial goals.