A battle between The Fed, Sentiment and Valuation One of the most important drivers, if not the pre-eminent force, propelling asset prices since the Great Financial Crisis has been Central. The most important change in Fed Policy four decades In his press conference during March, Chairman Powell emphasized that monetary stimulus will remain until the labor market has achieved maximum.
That's where your story begins at LionsBridge Wealth Management. We create and implement wealth enhancing strategies based on your vision of happily ever after with plans that are as independent and unique as you are. LionsBridge Wealth Management is focused on delivering every possible advantage to our clients, from protecting their families, limiting taxes, protecting capital to enjoying sustainable growth.
That's where your story begins at LionsBridge Wealth Management. We create and implement wealth enhancing strategies based on your vision of happily ever after with plans that are as independent and unique as you are. LionsBridge Wealth Management is focused on delivering every possible advantage to our clients, from protecting their families, limiting taxes, protecting capital to enjoying sustainable growth.
Services
LionsBridge is a special formula of large firm experience and a boutique firm culture that consistently balances the two in the best interests of our clients. Our Principals founded the firm in 2008, in the depths of the financial crisis, with a goal of building an advisory firm that is free from many of the conflicts of interest inherent to large, multi-product financial institutions.
Our highly personalized approach puts our entire team at your service and easily within reach. Communication is available as often as you like and through any channel that's convenient for you. We don't adhere to one-size-fits-all asset allocation models and because we are fiduciaries, we are not looking to sell investment products.
Wealth management is more than beating a benchmark over the past quarter, year or even 3 years. It is about achieving goals that you have for yourself, and your family, by focusing on what you earn on your investments after taxes and fees. We believe each client is unique. We provide the intimacy, confidentiality and personal touch you would expect from a boutique wealth management firm.
LionsBridge is a discreet, fee-only wealth management and financial advisory firm. We don't have products to sell or commissions to earn. Our currency is trust. Our client experience helps you address the questions that matter and filter out distractions that don't. With nothing to distract us, we can devote our experience, advice, and expertise - and our full attention - to helping you protect and grow your wealth.
These stories describe our work on a variety of different engagements. Many clients come to us looking for solutions on a variety of issues. Our job is to listen and understand what you are trying to achieve and then develop solutions for you. A common theme in the stories is that many of our clients had very experienced attorneys, accountants, investment advisors before engaging us.
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