Lyons Wealth Management Can Help You Achieve Your Investment Goals

We’ve helped thousands of clients reach their goals through:

  • Asset management tailored to their unique needs
  • Excellent service and dedicated investment counselors
  • Access to financial planning resources covering Social Security, Medicare, estate planning, tax efficiencies and more
  • A fiduciary duty to always put clients’ interests first—and one simple, transparent fee that means we only do better when you do better

We encourage you to spend 15 minutes on the phone with us to see if there is a fit with your unique needs. Either call or simply fill in the form below and we'll reach out to schedule some time.

280 W. Canton Ave. Suite 430
Winter Park, FL 32789
info@lyonswealth.com
Office:  407-951-8710

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Our Investment Strategies

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Lyons Enhanced Yield
Portfolio

Delivering consistent, reliable cash flow, Each position is fully hedged to control downside exposure, Portfolio net yield target of 12-15% annually, Fully liquid No lockup period, no capital calls

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Lyons Tactical Allocation
Portfolio (SMA)

Greater long-term upside capture through sustained full market participation and full equity allocations to multi-year, continuous time periods

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Lyons Tactical Allocation
Portfolio (Mutual Fund)

Catalyst/Lyons Tactical Allocation Fund

The Fund’s objective is to seek total return from long-term capital appreciation and current income.

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Own a Large Stock Position

Did your advisor say sell and diversify? Keep your stock with Lyons Income Overlay. You don't have to diversify with our cusotmized solution for large concentrated stocks.

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Cryto Index Fund

Did your advisor say sell and diversity? Keep your stock with Lyons Income Overlay. You don't have to diversity with our cusotmized solutyion for large concentrated stocks.

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