Generational Wealth Planning

Financial Advisor Upper West Side Families Can Count On

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A Boutique Alternative to Big Banks and Call Centers

Searching for a financial planner near the Upper West Side often leads to national banks or directory listings. If you’re looking for direct access, objective guidance, and a relationship-driven experience, structure matters.


Lionshead Wealth Management serves Upper West Side professionals and families as an independent, SEC-registered RIA. We are not affiliated with brokerage firms, insurance companies, mutual funds, or money managers. That independence supports recommendations grounded in your goals—not product incentives.



From brownstones off Riverside Drive to high-rises near Columbus Circle, we provide guidance built around clarity before action.

Upper West Side Wealth Management With Structure

Many UWS households are navigating:


  • Approaching retirement decisions
  • Multigenerational planning conversations
  • Coordinating trusts and beneficiary updates
  • High-income tax exposure
  • Real estate and portfolio integration


Our UWS wealth management approach integrates investment strategy, retirement income planning, estate coordination, and risk review into one cohesive framework. Instead of juggling multiple advisors, you gain one coordinated strategy.

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Upper West Side Financial Planner With Verifiable Credentials

Transparency and credentials matter—especially when neighborhood searches surface large institutions by default.


Lionshead operates as a fiduciary investment adviser under SEC registration. You can verify our regulatory status through the SEC’s Investment Adviser Public Disclosure database and review Form CRS for details on services and fees.


Our leadership includes CFP® professionals, and our Midtown Manhattan office provides a local point of accountability—not a distant call center.

Who We Help on the Upper West Side

We frequently support:


  • Professionals approaching retirement
  • Families reviewing legacy and estate alignment
  • Attorneys and physicians managing variable compensation
  • Business owners coordinating retirement plans
  • Multigenerational households seeking structured planning

Each engagement begins with in-depth discovery—so your financial strategy reflects your real priorities and timeline.

Convenient Meeting Access From the Upper West Side

Our office is located at:


250 W 55th St, 17th Floor
New York, NY 10019


That location is easily accessible from the Upper West Side and Columbus Circle via public transit and short crosstown routes. We offer both in-person and virtual meetings, so you can choose what fits your schedule.


If you’re comparing a wealth manager near Columbus Circle, accessibility and responsiveness should be part of the decision.

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Common Questions From Upper West Side Residents

  • Do you work with clients on the Upper West Side?

    Yes. We serve clients throughout the UWS and nearby areas, including Columbus Circle, with both in-person and virtual meeting options.

  • Are you a fiduciary financial advisor?

    Yes. As an SEC-registered RIA, we operate under a fiduciary standard and provide objective guidance without brokerage or insurance affiliations.

  • What services are available for Upper West Side clients?

    Services include wealth management, retirement planning, financial planning, estate coordination, risk management, family office services, and 401(k) advisory.

  • How do I know if we’re a fit?

    Schedule a structured 30-minute conversation to clarify goals, service needs, and next steps before committing.

Confirm Fit in 30 Minutes

You don’t need to sort through directories or settle for impersonal service. If you’re seeking a financial advisor Upper West Side families can reach—and verify—Lionshead Wealth Management offers independent guidance with clear next steps.