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The Battle is On

A battle between The Fed, Sentiment and Valuation One of the most important drivers, if not the pre-eminent force, propelling asset prices since the Great Financial Crisis has been Central [...]

July 27th, 2021|Market Commentary|

Politics Take a Back Seat

The most important change in Fed Policy four decades In his press conference during March, Chairman Powell emphasized that monetary stimulus will remain until the labor market has achieved maximum [...]

April 22nd, 2021|Market Commentary|

But Not This Year!

How has the market done this year? An easy question one would think. And often, it is quite easy, but not this year. Below is a table of different [...]

September 28th, 2020|Market Commentary|

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. 

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  • Personalized Attention
  • Fiduciary Responsibility
  • Conflict Free, Fee-only advice
  • Open-architecture investment platform
  • Fully independent
  • Low Fees
  • Tax-sensitive Investing

The only measure of our success is Your Success!!


  • 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


Our professionals hold the highly respected

  • Chartered Financial Analyst (CFA),
  • Chartered Financial Planner (CFP)
  • Certified Investment Management Analyst (CIMA)

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.

We are committed to delivering world-class wealth management and financial planning within a conflict-free environment that puts our clients’ needs first.

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