Lionshead Wealth Management, LLC is a New Jersey-based registered investment adviser that operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. The firm provides fee-only services, avoiding commission-based conflicts of interest. Their approach is holistic, integrating financial planning, investment management, and tax strategy to create a unified plan for individuals, families, and business owners. The company emphasizes building long-term relationships and providing objective, unbiased advice to help clients navigate complex financial landscapes and achieve their goals.

Founded in

United States