A complete list of active advisors currently associated with Golden Lion Wealth Management, LLC

Warmer can help you find a great advisor at Golden Lion Wealth Management, LLC or one who fits your needs even better.

Golden Lion Wealth Management is a small, independent advisory firm that provides comprehensive portfolio management, financial planning and retirement plan consulting to individuals, high net worth clients, trusts and employer-sponsored retirement plans. The firm manages roughly $20.4 million across about 71 client relationships and also makes referrals to or uses third‑party money managers as part of its service mix. The firm offers individualized portfolio construction and ongoing monitoring, using a mix of fundamental, qualitative and quantitative analysis and implementing asset allocation with ETFs, mutual funds, individual equities and fixed income (and, where appropriate, margin transactions). It routinely rebalances portfolios, performs due diligence on sub‑advisors, and communicates with third‑party managers while encouraging regular client reviews of objectives and risk tolerance. What sets the firm apart from many solo independent advisers is its explicit retirement plan consulting practice for plan sponsors — including assistance with investment policy statements, participant education, investment monitoring and acknowledgment of ERISA fiduciary roles (Section 3(21) or 3(38) as designated). The brochure also discloses a broader consulting offering than typical for a firm of this size — covering corporate and personal tax planning, cost segregation studies and corporate‑structure advice in addition to individual financial planning.

To learn more about the advisors currently working at Golden Lion Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Sulaiman Parwiz	Concord, CA	9

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