Can the Market Thread the Needle?
Overview- After a sharp post-election rally, the broad equity market pulled back towards the end of the year and finished mixed for the 4Q. The Cap Weighted S&P 500 [...]
Waiting for the Election
Overview- The market moved higher in Q3, with the S&P 500 up +5.8%. The market rally appears to be broadening with Midcap, SmallCap and Value doing as well as [...]
Will the Mega-Cap Stocks Continue to Lead or Will the Market Find a Different Leader?
Overview- We expected equity markets to pause after they ran higher in Q1. In fact, most of the market did just so: For 2Q Small Cap stocks were -3.1%, Mid-Caps [...]
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.