Wealth Management & Financial Planning

The team at LionsGate Advisors consists of financial professionals, dedicated to being your trusted partner in managing your wealth. We are committed to delivering you financial peace of mind, by providing tailored, sound advice that can lead to greater financial flexibility. Wealth management and financial planning are our firms’ specialties, and we’ve successfully led many clients to secure economic outcomes and financial stability. We pride ourselves in being fiduciaries, offering accurate and tailored information that makes sense for your lifestyle, at any stage of life.

LionsGate Advisors is available to help our clients with more than selecting investments. We are able to help our clients construct diverse financial portfolios, guide them towards financial independence, and give them the tools to maintain comfortable lifestyles when they’re ready for retirement. The wealth management and financial planning services we offer are important for people in every stage of their career and life to take advantage of. Whether you’re a young professional or are at the age of retirement, you can accomplish your goals with proper direction and the right game plan. Let us get you on the right track to reach your wealth management objectives.

Exclusive Portfolio Management Resources

Through an exclusive arrangement, LionsGate Advisors offers a full suite of AI-assisted portfolios that turn market volatility to an advantage.

Life Insurance as an Asset

Using advanced life insurance and annuity strategies, LionsGate Advisors is able to build financial plans that maximize certainty of retirement income while minimizing tax liabilities and market risk.

Asset and Private Placements

For the qualified investor, LionsGate Advisors has access to an active roster of promising pre-IPO placements, including in companies that are already becoming household names.

Family Office Design and Administration

We seek to empower families through detailed planning and regular open communication to ensure decision-making is in alignment with the long-term vision of your legacy.

At LionsGate Advisors, our services are designed for those families seeking to successfully sustain wealth across generations.

The management of multi-generational wealth requires strategy, coordination, and expertise. LionsGate Advisors works closely with high- and ultra-high-net-worth families to identify, acquire and incorporate appropriate investment, legal, and family dynamic protections so you have the freedom to enjoy the opportunities that wealth can provide.

We seek to empower families through detailed planning and open, regular communication to ensure your decisions are in alignment with the long-term vision of your legacy, and sustainable for generations to come.

Assembling the Right Advisors

LionsGate Advisors is a center of influence for a roster of nationally recognized tax strategists, estate planning counselors, and family dynamic facilitators. We can identify your needs for trusted advisors that specialize in the strategies most important for the successful long-term administration of your family office. 


After your team of trusted advisors has been assembled, we coordinate their efforts, ensuring that each of them understands the big picture so they can develop strategic options that fit together to support every aspect of your family office. 

Company 401(k) Management

Managing your company’s 401(k) plan can be a challenging and overwhelming task, but LionsGate Advisors can help you save time managing your company 401(k) optionsAre you aware of potential risks in your current 401(k) plan’s design, or how much you and your employees could be paying in unnecessary fees?

Work with our team of trusted advisors who will support you and your company in your day-to-day 401(k) management responsibilities. Together, we will work with you to review your company’s existing 401(k) plan and features, and advocate for you with other service providers. Our team of employer 401(k) professionals will manage existing investment funds, loans, distributions and rollovers, as well as provide you with the tools to field employee questions regarding plan options.

Let our team at LionsGate Advisors to be the center of your 401(k) plan. Contact us today.



Promoting the financial and retirement security of the American people.



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