Lionshead Wealth Management is a wealth and asset management boutique that delivers a unique and tailored standard of financial care to individuals, families, and business owners. Our mission is to help clients define what is meaningful in their financial lives and provide the knowledge, guidance, and tools to Plan Fiercely.
401k Plans
Our asset management team provides a comprehensive 401k development service to help you navigate the complexities of retirement planning.
Micro Family Office
Our Micro Family Office service provides comprehensive asset management services for family trusts, children, grandchildren, holding companies, and private assets. We provide support in financial planning, asset management, tax planning, estate planning, and business planning.
Wealth Management
Our Financial Advisors provide tailored strategies to help you turn short-term growth into long-term outcomes. We strive to help you maximize your investments, tailor them to your goals, and create a secure financial future.