• We are a sophisticated group of financial professionals who works together to bring proven practices and fresh thinking to the professional management of your wealth.
  • The professionals at LionsBridge have more than 100 years of combined experience in portfolio management, estate and tax planning, business finance, business succession issues, charitable giving and personal financial management.


  • Our professionals hold the highly respected Chartered Financial Analyst (CFA), Chartered Financial Analyst (CFP) and Certified Investment Management Analyst (CIMA) designations. And they’ve devoted decades to helping clients achieve their financial goals.

This experience gives them a unique ability to help clients find answers to your questions. Contact us to see how we can help you.