LionsBridge Wealth Management is a regulated entity, by both Federal (FINRA) and Florida State Office of Financial Regulations. Our company conforms and adheres to all regulatory, financial and customary accounting practices.
As an RIA firm, we are accountable to our clients, and only to our clients. In legal terms, RIA firms are subject to a fiduciary standard, which means we must first and foremost champion our clients’ highest financial interests. We are held to this level of accountability by government regulators, by ourselves and, most importantly, by our clients.
