Lionshead Wealth Management, LLC Email Format

Financial ServicesNew York, United States2-10 Employees

Lionshead Wealth Management, LLC is an independent, fee-only financial planning and investment advisory firm based in New York City. The firm emphasizes non-commissioned guidance, avoiding sales of financial products to earn commissions, and focuses on long-term investment and wealth management strategies aimed at protecting and growing clients’ assets over lifetimes and generations. Its approach centers on adding ongoing value to clients’ financial lives through disciplined planning and prudent asset management.

Serving individuals and families seeking objective, rules-based guidance, the firm positions itself within the financial services sector as a fiduciary, independent adviser that prioritizes client trust. Located in Manhattan, the company operates with a small team, underscoring its boutique, personalized service model within the broader advisory landscape.

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