Our mission is to maintain and create wealth for you.
LionsBridge is focused on delivering every possible advantage to our clients; from protecting your family, your capital or enjoying sustainable growth. We do this through face to face planning and long term effective and diligent asset management.
Underpinning our approach is our core commitment to putting your interests first and helping you to succeed.
LionsBridge serves Individuals, Families, Corporate Executives, Non-Profits and Small Business Owners & Professionals We provide the following services directly, or through our professional network.
Individuals
LionsBridge provides comprehensive services to individuals to meet their personal financial goals-
- Financial Planning
- Retirement Planning
- Investment Management
- Tax & Estate Planning
- Risk Management & Insurance Services
Families
LionsBridge provides comprehensive services to families to help meet intergenerational goals and objectives.
- Charitable/Philanthropic Planning
- Investment Management
- Legacy Planning
- Tax & Estate Planning
- Account Aggregation Reporting
- Risk Management & Insurance Services
Corporate Executives
LionsBridge provides comprehensive services to individuals to meet their personal financial goals-
- Retirement Planning
- Executive Stock Options
- 401k allocation & review
- Tax & Estate Planning
- Investment Management
- Concentrated Stock Positions
Small Business Owners & Professionals
LionsBridge can provide extensive and sophisticated advice to small businesses and closely held business owners while integrating these strategies into their own personal financial plan. In addition, our sister company, LionsBridge Capital provides traditional M&A services as well as Debt & Equity Financing and business advisory services.
- Strategic Business Planning
- Transaction Planning
- Succession Planning
- Company Benefit Review
- Retirement Plan Allocation
- Tax Strategies
- Financing Strategies