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
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
Video
Charitable Gift Planning Strategies for 2020Jamie Hopkins, Director of Retirement Research at Carson, offers key insights and strategies for charitable giving during our on-demand webinar, “Charitable Gift Planning Strategies for 2020.” Click Here to Watch the Webinar
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Market Commentary
Market Commentary: Restaurants are Rebounding, but S&...Retail sales figures continued a string of economic data pointing toward slowing growth accompanied by a gradual reopening of state economies. Consumers seem willing to take some risks. Retail and food service sales rose 0.6% last month. (See Chart 1.) Increased sales at restaurants contributed most to the monthly gains.
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Monthly Newsletter
How to Invest Creatively in Your Fall ...Sneaking away during the lull between peak times – “the shoulder season” – is popular with savvy travelers for reduced crowds, milder weather and usually great deals on travel packages.
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Blog
How to Make Charitable Giving Part of ...COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.
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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: The S&P fell for the Second Week Straight and Inflation Rises
Stocks continued to retreat as losses on Tuesday were large enough to push the market down more than 2% for the second week in a row. The S&P 500 has retraced 6.7% of its massive rally from the lows in March.Read more