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1290 Avenue of the Americas, 4th floor
New York, NY 10104
Phone:
  • 212-408-0017
If you could create your dream life, what would it look like? At Lionheart Wealth Management, we ... Read More

If you could create your dream life, what would it look like?

At Lionheart Wealth Management, we inspire you to make your dreams a reality.

Our process involves comprehensive asset and risk management strategies based on your specific needs.  Our years of training and experience in financial services helps us to assess your most important financial concerns.  Working together, we'll evaluate each component to design a financial strategy that addresses your unique needs and helps you reach your goals.

 

Quality Advice You Can Trust

Your financial strategy doesn't have to be complicated, it just has to make sense.  Many people are confused after discussing their finances with an advisor.  We explain our plans just as well as we execute them.  

 

Exceptional Service Tailored To Each Client

The Lionheart family is your family.  We develop personalized plans using the latest innovative technology, industry intelligence, and information we learn about you through our fact finding process.

 

Experiences That Educate And Empower

At Lionheart, we supply you with answers to your most pressing financial questions.  Whether it's informative materials, webinars, conference calls, or seminars, there will always be resources regarding your financial goals.

We combine our knowledge and experience in financial services with our focus on building lasting relationships. We are determined to deliver sound investment and insurance strategies that can help you take control of your financial future.

Our years of training and experience in financial services help us to assess your most important financial concerns. Working together, we'll evaluate each issue to design a financial strategy that addresses your unique needs and helps you reach your goals.

Once you've decided upon a strategy that meets your needs, we will be ready to spring into action. At that point in time, we will go over your options, helping you select a combination of products and services that make sense for you and suits your financial goals. Over time, we will follow up with you to make sure things are on track and proceeding according to plan.

Lionheart Wealth can offer a variety of financial products and services that are designed to help you plan for, build and achieve a more stable financial future. These include:

  • Asset Allocation Strategies: Stocks, Bonds, Mutual Funds, Institutional & Managed Accounts

  • Risk Management: Family Protection Plans, Life Insurance, Disability Income Insurance & Long Term Care Insurance

  • Retirement Planning: Traditional & Roth IRA's, 401(k)'s, Annuities & Pension Plans

  • College Education Planning: 529 Plans, UGMA & UTMA Accounts

  • Business Planning: Employee Benefits, Health Insurance, Buy-Sell Agreements & Deferred Compensation Plans

Now that you've learned a little bit about us and the work that we do, let Lionheart Wealth Management help you plan for your financial future. Send us an e-mail or give us a call at the phone number listed. Let's work together to help you build a more secure financial future.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck