Lionshead Wealth Management

Good financial decision-making is the key to achieving successful long-term outcome. Our style of wealth management is soup-to-nuts financial life management. We help our clients in all facets of their investment, retirement, estate and financial planning to ensure that the best choices are made at each juncture.

With greater wealth comes greater complexity. Families that have achieved success are aware that financial independence comes with a different set of challenges. Working with various trusts, children, grandchildren, holding companies, private assets etc. can create organizational and administrative nightmares.

We encounter many small-business 401(k) plans that are underserviced, over-fee'd and not up to modern fiduciary advice standards. Our 401(k) plan advisory services help plan sponsors, AKA business owners, trustees in improving their 401(k) plans from many vantage points. We work with all third-party administrators, record-keepers, and mutual fund, insurance company and payroll providers.

It may be easy, but it may not be the most effective option for you and your retirement plan. The new Secure Act can help your children reach their goals, not only improve your retirement prospects. If you're signing up for employer-provided benefits, don't just re-up for last year's choices; read this first.