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.

 

Capabilities

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

Benefits

Eliminate Financial Risk

Lion's Share capital management advisors have understanding of financial uncertainties. They have expertise in the field of taking critical financial decisions for you, should the need arise. Our advisors can help you manage your finances during the roughest market conditions, which can often lead to stress. Your advisor takes all your financial considerations in account while helping you achieve your goals.

A Personalized Service

Lion's Share capital management advisors understand that there is no “one size fits all” formula when it comes to capital management. As such, every individual client gets personalized services. Your dedicated Lion's Share capital manager creates financial strategies keeping your personal requirements in mind. He also will serve as your financial counselor, cum confidante. You can reach out to your manager at any time and discuss your expectations with him, while he attempts to fulfill them by creating various strategies to help you create wealth in the near or distant future.

Wealth Protection

Your Lion's Share capital advisor will constantly be thinking of your financial well-being which is why, when the need arises, they level with you like a friend would. Lion's Share capital advisors are not interested in impressing you with financial jargons, but rather invest their time to help you navigate through troubled financial waters. They also help you make better investment decisions.