While there is no way to fully predict what will happen next, it’s important to remember the goals of your investment portfolios. Long-term investments face volatility, and to pursue your long-term goals, it’s vital to not overreact to one day, one week or even one month of market movement.Read more
Advice in Common Language
Straightforward Fees
You deserve to understand what’s happening with your money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.
At Lions Gate Wealth Management, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Lions Gate Wealth Management we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
How to get started.
1. Schedule an appointment
2. Meet with us for a custom listening session
3. Get your personalized strategy
We would love to talk with you!
Please provide your name and email and we will have a member of our team contact you.
Our financial planning services are built on trust, transparency and accountability.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Portfolio Management
Today’s investors are more careful and take the long view, intentionally balancing a portfolio that minimizes loss and brings steady returns. Learn More
Tax Planning
Working with your accountant and other professionals, we can strategize for tax-savings while saving for retirement and giving to causes that are important to you. Learn more
Estate Planning
Preparing and maximizing your legacy for those you love is a vital chapter in the wealth journey – a chapter you want to write intentionally, not have written for you. Learn more
Retirement Planning
Your retirement should be just that – a time to rest, enjoy your family, and see the world rather than living paycheck to paycheck. Learn more
Connect with an Advisor
Please provide your name and email and we will have an advisor contact you.
Personalized Wealth Management
Lions Gate Wealth Management’s vision is to understand our clients’ wants and needs and to partner with them to create strategies that help them achieve their goals. We work together as a team to help your realize your future one day at a time.
We are a wealth management firm based in western Pennsylvania with offices in Wexford, PA, and Warren, PA, serving families, business owners, executives and institutions. We have a “high touch” style, connecting with you regularly to plan for today and the future. Our specialty is retirement income planning and estate planning, and we see wealth management as part of every stage of life.
We’ve always done our own work – found our own research and crunched our own numbers. We try to stay ahead of trends in the profession and keep innovating and growing as advisors, so we continue to evolve along with you. Just as no two years are the same in the market, we know that each client’s financial journey is unique.
Investment Management
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Carson Group
Carson Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.
Our Locations
Lions Gate Wealth Management is headquartered in Wexford, PA. Contact us today to speak with a wealth advisor or financial professional near you.
Insights
Lions Gate Wealth Management’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
Market Commentary
Market Commentary: Unemployment Rises, China’s Recovering ...The measures slowing the spread of the coronavirus are dealing severe challenges to the U.S. job market. Social distancing has proven difficult for day cares and dentists, restaurants and retail. As the accompanying chart shows, last week, 6.6 million workers filled for new unemployment benefits.
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Video
How the CARES Act Affects YouCongress recently passed the largest economic relief package in history. While you may have heard about the rebate check most Americans will be receiving, there is plenty more that impacts individuals and businesses in the U.S. Learn more about the overall impact of the new laws. Click Here to Watch the Webinar
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Monthly Newsletter
The Tough Get Strategic – Financial Strategies for ...When the going gets tough, the tough get strategic. Headlines you read at breakfast might be contradicted by lunch, and the ups and downs of the market could give anyone vertigo. But now is not the time to panic – now is the time to take a deep breath and strategize.
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Blog
Coronavirus and the Markets Q&A: 5 Industry-Leading ...We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.
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News
3 Roth Conversion Traps To Avoid After The ...Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.
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Infographic
10 Tax Planning Tips Your CPA Might Have ...There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic
Read MoreWeekly Market Commentary
- Market Commentary: Relief Package Enacted as Unemployment Sharply Rises
Markets look forward and, at least for a week, saw signs government is willing to provide support to get the economy through the coronavirus pandemic. The centerpiece of the steps announced last week was a $2 trillion package designed to keep people employed and support those who have lost their jobs.Read more
