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

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

Lionshead Wealth Management serves individuals and high-net-worth clients as well as pension plans, trusts, charitable organizations and business entities, providing discretionary and non-discretionary portfolio management alongside financial planning and consulting services. The firm also offers pension consulting, 1031 exchange consulting, and a bundled Micro Family Office program intended to coordinate estate, tax, and wealth-transfer planning. The firm says it customizes portfolios to client objectives and risk tolerance and may implement model portfolios developed by unaffiliated managers, relying on approaches such as Modern Portfolio Theory, long- and short-term purchases, and periodic tax-loss harvesting. The brochure notes that tax efficiency is not the primary consideration by default and discloses use of AI for operational efficiency while stating AI is not knowingly used in investment selection. The brochure includes a disclosure that the firm advertises hypothetical performance related to model or illustrative results, a practice that is uncommon among peer team firms. Other notable disclosures include a Micro Family Office fee arrangement that provides complimentary asset management on the first $1,250,000 of assets and a disclosure that a firm principal is a licensed insurance agent who may earn separate commission income, which the firm identifies as a potential conflict of interest.

To learn more about the advisors currently working at Lionshead 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.