But when the SECURE Act goes into effect – expected on Jan. 1, 2020 – beneficiaries will have to fully distribute taxable accounts within 10 years of the account holder’s death. That could push your loved ones into a higher tax bracket.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
Weekly Market Commentary – January 21, 2020Optimism from continued progress on trade pushed the S&P 500 to new highs last week. The U.S. and China signed a “phase one” deal that included an agreement by the U.S. to reduce tariffs in exchange for promises of increased purchases of U.S. goods by China and adjusted rules to allow U.S. corporations to better compete in China.
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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
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Monthly Newsletter
Why We Don’t Keep Our Financial ...So, did you hop on that new Peloton this morning or have you already broken the streak? Which diet are you planning on starting next week … or maybe the week after? Has your December credit card statement come in the mail and perhaps inspired you to make money-related goals in 2020? New Year’s resolutions are nothing new – neither is breaking them.
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Blog
How Your Employee Benefits Fit into Your ...Your Health Savings Account (HSA) is a cornerstone of your benefits planning. The money is triple tax-advantaged – contributions, growth and withdrawals for qualified expenses are not taxed. This account is like nothing else, and you need to take full advantage of it.
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News
10 Common Estate Planning Mistakes (and How to ...Estate planning and end of life planning are about taking control of your situation. Death and long-term care later in life might be hard to fathom right now, but we can’t put off planning out of fear of the unknown or because it’s unpleasant. Don’t wait for life to happen to you, though.
Read MoreWeekly Market Commentary
- Weekly Market Commentary – January 13, 2020
The U.S. employment report missed expectations, but it reinforced our view that the U.S. labor market remains strong. As shown in the accompanying chart, 145,000 new jobs were created, missing expectations of 160,000. Wages have risen 2.9% over the last year, falling below 3% for the first time since late 2018.Read more
