12600 Deerfield Parkway
Lyons Wealth Management approaches money from a Christian perspective and a core belief that money is a tool. When used appropriately, your money can accomplish many things that may improve your life and the lives of those in your community. Besides choosing your partner to do life with, choosing the right advisor is also one of the most critical decisions, you will make on your financial journey. Our faith ensures that we are relationship-driven and trust-based. Our clients always come first.
When it comes to finances, we can all use a little coaching along the way. We believe you should work with an advisor who has experienced different market conditions and financial situations and can offer their experience and perspective. Selecting the right investment strategy as well as an advisor, can be challenging. It is no different than a professional athlete who works with a personal coach. They see things that the athlete may not realize are preventing them from maximizing their full potential. If pro athletes find it beneficial to work with a coach, shouldn’t you?
Lyons Wealth Management is a full-service advisory firm offering professionally managed portfolios. We focus on tax efficiency, strategically allocated portfolios designed for the potential achievement of your goals. Every choice we make is made in collaboration with you and is personal to your needs. Portfolio management services may use individual stocks, exchange-traded funds (ETF’s), mutual funds, or a combination.
At Lyons Wealth Management, we work with you to solve the age-old question, "Do I have enough to retire and maintain the lifestyle I've grown accustomed to?" We do that by creating an enduring relationship with you from the beginning of the planning process and continuing through legacy planning. It’s your money, and you worked hard for it; we strive to make sure you can enjoy your retirement years. Retire with confidence! For a fee, retirement planning services may include a one-time personalized plan, ongoing planning services, or an asset under advisement arrangement.
There is no patriotic duty to pay more in taxes, and at Lyons Wealth Management, we can incorporate tax-liability planning as part of your investment strategy, so your portfolio is managed efficiently, which helps to diminish capital erosion. We also specialize in 1031 tax-free exchanges for clients selling investment real estate. Eligible investors must meet the accredited investor definition to be a potential candidate for considering these types of investment strategies.
Lyons Wealth Management offers philanthropic planning, so the charities or ministries important to you benefit from your generosity. If you have accumulated significant wealth, let us show you how a structured giving program can give you a return on your money that goes beyond numbers but rather enriches the lives of others.
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It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."