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Plan Fiercely.

Lionshead Wealth Management is a wealth and asset management boutique delivering a unique and tailored standard of financial care to individuals, families, and business owners. Our mission is to help our 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. Our  advisors will guide you every step of the way in creating a personalized plan designed to help you achieve your retirement goals. You can create a secure financial future for yourself and your family.

Micro Family Office

Our Micro Family Office service provides comprehensive asset management services for family trusts, children, grandchildren, holding companies, and private assets. We are dedicated to meet the unique needs and challenges of each family. We provide support in the areas of 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. Our team of experienced professionals works with you to develop plans tailored to individual goals. We strive to help you maximize your investments and create a secure financial future.

Skyline New York
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