STARTING POINT
Investing in Winners
Founded in 2009, Lyons Wealth Management is an award-winning wealth and investment management firm* with a reputation for successfully helping affluent clients reach their personal financial goals and securing their financial future.
As financial advisors, we value our fiduciary responsibility and by incorporating personalized financial plans as the basis for advice and guidance, we can execute investment strategies specifically suited to our client's goals and future.
Today, Lyons Wealth Management continues to grow and expand its client base by providing investors with a quality alternative to the traditional investment model. We are committed to building lasting relationships with our clients and their families by helping them achieve their financial goals through a variety of strategies, including:
Concentrated Stock Solutions
"Yes, I know all my eggs are in one basket" ~You
As wealth advisors who specialize in the intricacies associated with large single stock positions, our decades of hands on experience is passed through to clients in many ways. Whether that be through direct hedging of the position, providing additional cash flow via an overlay portfolio, or utilizing the position as the anchor for portfolio margining. Our experts will work with you to determine the best course of action for your situation based on factors such as age, income and risk tolerance. We’ll also recommend specific strategies that meet those criteria so you can feel confident knowing your portfolio is ready for whatever comes next.
Investment Management
We are different, and so is our approach to portfolio management. Our team of experts run proactively managed strategies that are not the typical static allocation models seen throughout the industry. Think pie charts and fixed percentages. We’ll help you determine the most sensible approach to reaching your goals, match that to the proper Strategy; and then follow this up with regular communication so we can track and measure progress toward achieving your goals.
Financial Planning
The first task is determining "your number". By establishing this key piece of future information, we can look back to today and engineer the best course to get there. As a registered investment advisor, we have a fiduciary responsibility to you which means we must put your interests first. We do so by thoroughly understanding your goals and objectives. Whether that be achieving a comfortable retirement, cash flow planning in retirement, college education, estate planning, or starting a business.
Grow & Protect Your Wealth for Life's Major Milestones, Today and Tomorrow
The world of investing can be intimidating, but at Lyons Wealth Management, we want to make it as easy and accessible as possible. We aim to empower you with the knowledge and tools you need to invest confidently in any market environment. We’ll help you understand what makes a good investment and how to get the most out of your money. Your financial security is our priority. Start learning how we can help you grow and protect your wealth today!