Why choose us?
Your success is our top priority.
At Lionsgate Investments you have one team, the goal of which is to identify risk and opportunity spanning your complete financial landscape. Every person in our group serves only a small number of clients, and helping you reach your financial goals is their top priority. Your team of advisers often include your CPA or tax preparers, estate planning professionals, tax attorneys, and so on… We can collaborate with them all, or can recommend one of our trusted partners to ensure everything we do brings you closer to your goals. Comprehensive wealth advice is more than investment advice. It means surrounding you with a team of experts focused on your big picture rather than just one aspect of meeting your financial goals.
We have a customer-centric philosophy
We evaluate our results by ensuring that you enjoy the life that you truly want, not by our ability to sell services to you. In fact, we have one job: to focus on you, the client. Every customer evaluation begins with a full review of your story, your goals, and your ambitions. Only then does your team begin to assemble a wealth management plan from solutions that meet your unique needs and aspirations. In other words, if a service doesn’t fit your goals or life stage, it won’t be part of the course we chart.
We chart a precise course for you.
Life isn’t always easy. It consists of challenging moments, life stages, and your financial objectives. This journey has some obstacles, and we know how to deal with most of them. Getting through life and obtaining your wealth objectives takes a relationship with a fiduciary who is on your side. At Lionsgate Investments, we utilize highly sophisticated financial planning tools. Your plan is backed by years of experience, ensuring that we will adapt as your goals change. There is nothing more important than your vision.