Core Values

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 — if we didn’t already work here! We’d want to be respected, informed, and heard. We don’t expect our clients to settle for less.


Know Our Clients & Their Goals

We understand that investing is more than just a numbers game, there are emotions involved as well. People assign different values to money and have had different experiences with investing. The so-called best investments 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 investments accordingly. Out of these conversations, we create a Lions Gate Wealth Management Action Plan for each client that includes all of our recommendations and acts as a roadmap for establishing the client’s objectives and working towards them.

Treat Clients Like People, Not Portfolio Balances

One thing you’ll notice about our firm is that we’re friendly. Down to earth. Good listeners. Having been in the business a long time, we’ve seen different market cycles – both good and bad! We have perspective that can help keep you on an even keel through the inevitable market ups and downs. We accept new clients that are seriously interested in getting on track with their investment goals. We believe that it is important to grow with our clients; therefore, we do not have investment minimums that require clients to have a large amount of investable assets to get started.

Empower Clients to Feel Confident About Their Decisions

You don’t have to know the difference between a REIT and a UIT when you come to see us. We’re happy to explain it to you if you’re curious; if you’re not, that’s okay too. Some clients want to take more of a hands-on role in the investment process; others want nothing to do with it. Either way, our goal is to help give you financial confidence, secure in the knowledge that your money is working effectively for you, and that you are working with professionals who truly care about you and your goals.

Practice Time-Tested Financial Approaches

At Lions Gate Wealth Management, LLC, we follow prudent financial principles. We treat your money responsibly. We meet with clients on a regular schedule – in person if possible. At our meetings, we talk about your objectives, determine if changes to the Action Plan are needed, evaluate our progress and performance, and assign tasks for the next six months. We work in partnership to help you pursue your goals and dreams.