Our Mission


By combining 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 will evaluate each issue to design a financial strategy that addresses your unique needs and helps you reach your goals.

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

Lionheart Wealth Management Professionals 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:

  • Retirement Planning
  • Business Planning
  • Estate Conservation Strategies
  • Fixed and Variable Annuities
  • Variable and Traditional Life Insurance
  • Disability Income and Other Insurance
  • Long-Term Care Insurance
  • 401(k) and other Company Sponsored Plans
  • 403(b) Plans
  • Keoghs Plans
  • Managed Accounts
  • Mutual Funds
  • Money Markets
  • Traditional and Roth IRAs
  • Wrap Fee Accounts
  • Brokerage Accounts
  • 529 Plans
  • Deferred Compensation Programs
  • Buy-Sell Plans
  • Non-Qualified Retirement Plans
  • Life Insurance for Key Persons
  • Asset Allocation Strategies

Now that you have learned a little bit about us and the work that we do, let us help you plan for your financial future. Send us an e-mail, give us a call at the phone number listed on the Home page or register for a no obligation meeting here on our Web site using the "Appointment Sign-up" link. Let's work together to help you build a more secure financial future.