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About Lions Gate Wealth Management

At Lions Gate WM we believe that everyone deserves access to wealth management professionals who deliver personalized service, quality investment products, investment education, and advice. We founded the firm on these beliefs and stand by them today.

When you go to a financial professional who works for a famous Wall Street firm, you don’t always get that level of service. While many big name firms offer quality investment products, they are chosen by people who don’t know you or your situation. The advisor working with you may also be under pressure to meet sales quotas for financial products.

In other words, your investment choice may be limited, and hidden agendas may be driving the conversation. We believe that’s the wrong way to do business.

Here’s what we think is the right way to do business:

Care for our clients in a way that would make Grandma proud

We founded Lions Gate Wealth Management, LLC, to be the kind of place where we’d want to be clients ourselves. We’d want to be respected, informed, and heard, and we don’t expect you to settle for anything less.

Know our clients and their goals

We understand investing is more than just a numbers game. There’s emotion involved, as well. People assign different values to money and have had different experiences with investing. The “best investments” for one person aren’t necessarily the best for everyone.

When we first get to know each other, we’ll ask you a lot of questions so that we can learn about you as a person, and then we’ll tailor your portfolio accordingly. Out of these conversations, we create an Action Plan for each client which includes our recommendations and puts together step for establishing – then achieving – your personal financial goals.

Treat clients like people, not like portfolio balances

One thing you’ll notice about our firm is that we’re friendly. Down to earth. Good listeners. We’ve been in the business a long time and seen different market cycles – both good and bad! We have perspective that can help keep you on an even keel through the market’s ups and downs.

We accept new clients that are seriously interested in getting on track with their investment goals. Our approach is to grow with our clients, and so we do not have investment minimums that require clients to have a large amount of investable assets to get started.

How We See It

Our vision is to create an organization focused on:

  1.       Providing Old-school Customer Service
  2.       Offering Cutting-edge Products, Strategies, and Investment Tools
  3.       Goal-oriented Results
  4.       Retirement Income Streams You Can Count On

We achieve this by using a consultative investment process where YOU are at the center.