Business Details
Your Trusted Partner for Comprehensive Financial Planning Solutions
Lionshead Wealth Management is a boutique financial advisory firm dedicated to delivering personalized wealth management solutions for individuals, families, and business owners. Our approach combines comprehensive financial planning with tailored investment strategies to help clients achieve long-term financial goals. With expertise in retirement planning, estate management, and 401(k) advisory services, we prioritize client-centric care and accountability. Our team specializes in simplifying complex financial challenges through transparent communication and strategic guidance.As an SEC-registered investment adviser, we maintain rigorous compliance standards while fostering trust through personalized service. We serve clients with investable assets of $500,000+ and offer specialized Micro Family Office solutions for high-net-worth families. Our commitment to excellence extends to optimizing corporate retirement plans for business owners nationwide.
Services
Wealth Management
Micro Family Office
401K Plans
Financial Planning
Asset Management
Highlights and features
- We provide SEC-registered investment advisory services with personalized accountability.
- Our team specializes in optimizing corporate 401(k) plans for business owners.
- We offer tailored Micro Family Office solutions for high-net-worth families.
- Our advisors deliver comprehensive wealth management strategies for $500,000+ portfolios.
- We maintain transparent fee structures and fiduciary responsibility standards.
Associations and certifications
- SEC Registered Investment Adviser
Services
Wealth Management
Our wealth management service provides customized investment strategies for clients with $500,000+ in investable assets. We integrate retirement, estate, and tax planning to create comprehensive financial roadmaps. Our SEC-registered advisors focus on long-term growth while maintaining risk-appropriate portfolios tailored to individual goals and life stages.
Micro Family Office
This specialized service offers high-net-worth families institutional-quality financial management without establishing a private family office. We coordinate trust administration, intergenerational wealth transfer, and complex asset management across multiple entities while maintaining strict fiduciary oversight and consolidated reporting.
401K Plans
We help business owners optimize corporate retirement plans through fee audits, investment selection, and operational streamlining. Our services cover plan design, fiduciary support, and employee education while working with major providers like ADP and Paychex to enhance plan efficiency and participant satisfaction.
Questions
What services does Lionshead Wealth Management offer?
We provide wealth management for $500,000+ portfolios, Micro Family Office solutions for high-net-worth families, and 401(k) advisory services for business owners.
How does your Micro Family Office service work?
Our Micro Family Office manages complex family wealth through coordinated trust administration, intergenerational planning, and consolidated asset management across multiple entities and generations.
Do you specialize in corporate retirement plans?
Yes, we optimize 401(k) plans through fee audits, investment selection, and operational improvements while working with major providers like ADP and Paychex.
What makes your firm different from other advisors?
We combine SEC-registered compliance with personalized service, offering tailored solutions for both individual portfolios and corporate retirement plans.
How do you handle investment management?
We create customized portfolios based on individual goals, risk tolerance, and life stages while maintaining transparent fee structures and regular performance reviews.
