One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent.Read more
Advice in Common Language
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)?
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
Today’s investors are more careful and take the long view, intentionally balancing a portfolio that minimizes loss and brings steady returns. Learn More
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
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
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
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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.
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.
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