What We Do

Strategic by Design


heraldic lion to symbolize Lions Wealth Management Group

Those Who Prioritize Excellence

We appreciate working with individuals who, like us, value family, hard work, and being good stewards of their resources.

Our clients are professionals, business owners, and families who make positive contributions to their communities and seek a planned approach to managing their wealth

Family Stewards

Making sure your assets are not unjustly taken.

  • Multi-generational planning focus
  • Coordinated legacy planning strategies
  • Long-term financial planning approach

Established Professionals

  • Career-focused individuals
  • Tax-aware planning strategies*
  • Focus on wealth accumulation strategies

Emerging Professionals

  • Career-building individuals
  • Structured approach to financial planning
  • Long-term wealth building strategies
heraldic lion to symbolize Lions Wealth Management Group

heraldic lion to symbolize Lions Wealth Management Group

Disciplined Research. Strategic Selection.

Our investment approach combines rigorous research with careful manager selection.

Through a disciplined process, we aim to identify and provide access to experienced money managers across various asset classes to help pursue your financial objectives.

Our process is guided by “PROOF” – a structured due diligence framework.

Performance

  • Evaluate historical metrics
  • Analyze risk management practices
  • Review fee structures and costs

Repeatability

  • Examine process consistency
  • Study market response patterns
  • Consider strategy sustainability

Operation

  • Assess organizational stability
  • Review depth of resources
  • Examine operational framework

Ongoing Oversight

  • Monitor strategy adherence
  • Conduct regular manager reviews
  • Track manager accountability

Fit for Client

  • Match investment time horizon
  • Align with your financial plan
  • Consider risk tolerance

Through this structured evaluation process, we work to identify managers whose strategies align with your financial objectives. We combine in-house portfolio management capabilities with carefully selected external managers to help create diversified investment strategies.

Experience our approach of integrity and steadfast support.