A complete list of active advisors currently associated with Lionsbridge Wealth Management LLC

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

LionsBridge Wealth Management (LBWM) provides fee-based advisory services to individuals, high-net-worth clients, trusts, foundations, endowments and businesses, delivering discretionary portfolio management along with retirement planning and IRA rollover advice. The firm also recommends and, where appropriate, manages fixed annuity products for clients and reports regulatory assets under management of approximately $122 million. LBWM builds individualized strategic asset allocations and follows an active Core Plus equity approach that combines a proprietary VGQ (Value‑Growth‑Quality) method for U.S. large-cap selection, a Tactical ETF strategy, and a proprietary long/short ETF strategy that may be short the market without using leverage; fixed‑income exposures are chosen using a top‑down quality and maturity assessment. Portfolios are monitored and adjusted by an investment committee, and the firm notes that its active approach can produce higher turnover and tax consequences compared with passive strategies. Compared with many peers, LBWM is structured as a subsidiary of a holding company that also owns a licensed Florida real estate broker (LionsBridge Capital, LLC), a relationship the firm discloses and says may give rise to conflicts when clients engage related entities for transactions. The firm also operates with a third‑party distributor relationship to facilitate sales of insurance/annuity products and recently amended its disclosure to indicate it no longer accepts proxy‑voting authority on clients’ behalf.

To learn more about the advisors currently working at Lionsbridge 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.