What the Most Important Charts of the Market are Saying to Us
Overview- The last 2 years have been full of surprises in all markets, and this year may well hold a few more. We wanted to highlight several market factors that [...]
Will the Oversold Rally in Equities Continue?
Overview The 3rd Quarter ended with a pullback in US equity markets as interest rates continued their march higher. U.S. 10-year yields are at 16-year highs, and we [...]
Can the FED Achieve the Rare Soft Landing?
OverviewThe U.S. equity market has rallied further this year than we expected, and more than most professional procrastinators predicted. We started the year with significant fundamental headwinds, which the [...]
What matters most to you?
That’s where your story begins at LionsBridge Wealth Management. We create and implement wealth enhancing strategies based on your vision of happily ever after with plans that are as independent and unique as you are.
Our Mission
LionsBridge Wealth Management is focused on delivering every possible advantage to our clients, from protecting their families, limiting taxes, protecting capital to enjoying sustainable growth. Underpinning our approach is our core commitment to putting your interests first and helping you to succeed.
We strive to deliver unbiased and independent advice, while building client loyalty through trust, integrity and unsurpassed service.
The only measure of our success is Your Success!!
Experience
- A team with a unique background gained while working at some of the top financial institutions in the nation
- Over 100 years of combined experience working specifically with affluent individuals
- Experts in the construction of customized portfolios using traditional and alternative investments, trust, estate and financial planning
Expertise
Our professionals hold the highly respected Chartered Financial Analyst (CFA) designation.
They work well together and with a firm policy of a low client-to-advisor ratio, it allows for personalized service and better investment oversight
Trust & Integrity
With an intimate knowledge and thorough examination of the relevant aspects of your financial affairs, we will collaborate with you to achieve your long-term goals.
As strategists, we make it our business to understand our client’s – value system, life goals and financial life. We accomplish this through targeted, shorter-term objectives and personalized strategies to minimize risk and maximize wealth.