Lion's Share Capital Management
Lion's Share capital management services begin and end with the relationships we share with our clients. Unlike many advisors, who only offer proprietary products or pre-built portfolios for their clients. We collaborate with small business owners to high-net-worth individuals like you to develop customized strategic investment and a wealth management plan.
Our Capital Management Group includes tax and advisory professionals focused on serving entrepreneurs, business leaders, professionals and families. Through hard work, dedicated staff and hands-on client service, we put the personal in wealth management. With Lion's Share, you will gain the peace of mind that comes with knowing your financial well-being is in good hands.
Every day, we affirm our clients’ trust and confidence in our approach to personal finance. We will never recommend a product that we wouldn’t invest our own money in. Our recommendations are tailored to your personal situation utilizing the Quadrant System. We are strategy-driven for our clients not product-driven, and we base our investment recommendations solely on your needs and objectives. This conflict-free approach allows transparency of purpose and decision making, open communication, and flexible solutions.
We will be there to guide you in selecting the right asset allocation and investment strategy for your needs. Our goal is to help you not only make the right decisions in the short term, but also help you realize your long-term goals.
Areas of Expertise
- Business Exit Planning Strategies
- Investment Management
- Retirement Income Planning
- Estate Planning & Charitable Giving
- Investment Strategies and Asset Allocations
- Income Tax Planning and Compliance
- Insurance and Risk Management
Growing Your Wealth with Lion's Share
Lion's Share Capital Management is committed to helping you build a goal-based financial plan based on what's most important to you. We believe an informed investor is a successful investor. We therefore educate you on every aspect of your financial situation and solution, from understanding your portfolio’s asset composition to technical aspects of the broader financial markets.
Our straightforward, hands-on approach helps you make the educated decisions needed to help you gain financial independence. At Lion's Share we have long-standing client relationships. We maintain a high client retention rate, with a number of clients working with us since our founding. We attribute our success to a steadfast commitment to understanding individual needs and a rigorous focus on personal attention, consistent service, and effective financial strategies to meet them.
Your wealth management plans should determine what insurance coverage is right for you. At Lion's Share goal is to align your coverage.
Lion's Share can create simple plans to protect assets from creditors to safeguarding wealth across multiple generations.
Lion's Share affiliated entity CPAs, our wealth managers, and attorneys work together to offer our clients the best tax services
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