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 provides fee-based, discretionary investment management primarily to individuals (including high‑net‑worth clients), as well as trusts, charitable institutions, foundations and endowments; the firm also offers retirement planning, IRA rollover advice and, when appropriate, assists clients with fixed annuity products through a third‑party distributor. It states a disciplined intake process to assess time horizon, liquidity, income needs and client restrictions and to draft an investment policy that guides portfolio construction. The firm emphasizes strategic asset allocation and active management, using a “Core Plus” equity approach that combines a proprietary VGQ (Value‑Growth‑Quality) U.S. large‑cap stock selection method, a Tactical ETF strategy, and a proprietary long/short alternative strategy that may short the market using high‑volume ETFs (e.g., SPY) without leverage. Fixed‑income allocations are managed top‑down with attention to quality and maturity relative to the economic cycle, and accounts are monitored regularly to keep allocations within model tolerances. LionsBridge is a wholly owned subsidiary of LionsBridge Capital Holdings and discloses an affiliation with LionsBridge Capital, LLC, a Florida‑licensed real estate broker that the brochure notes may be separately engaged by clients and whose engagements are subject to written conflict disclosures. The brochure also documents recent material changes — including removal of a previously referenced insurance affiliate and related commission language — and describes a solicitor referral arrangement and ongoing use of annuity distribution contracts, features that differentiate its business relationships from many peers.

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.