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Services
Lion’s Wealth is not solely an investment firm. We handle every part of your financial world, from estate planning to tax mitigation to charitable planning and everything in between. We understand that the five biggest concerns of high net worth families are: Wealth Preservation, Efficient Tax Planning, Estate Planning, Asset Protection and Strategic Charitable Giving, and so our areas of expertise align with those areas and more. Click through the below photos to learn how our team addresses your needs in each of these areas.
Investment Management
By leveraging a disciplined investment management process, you receive transparency of information, seamless proactive service and the trust and accountability you need to pursue your financial objectives.
Financial Planning
Live Your Life by Design, Not by Default Our team of financial planning professionals will design a plan that evaluates your current situation by analyzing your assets, income and expenditures to identify
Estate Planning
Your legacy is much more than your assets. It’s your personal values, the memories that carry on and your entire belief system. Your estate planning should be a reflection of the legacy you want to leave.