At Lions Gate WM we believe that everyone deserves access to wealth management professionals who deliver personalized service, quality investment products, investment education, and advice. After all, it was this belief that led to the founding of our firm!
When you go to a financial professional who works for a famous Wall Street firm, you don't necessarily get that level of service. While many big name firms offer quality investment products, the ones that a financial professional can offer may be chosen by people who don't know you. These firms may also impose sales quotas on the financial professional working with you. In other words, your investment choices may be limited, and there may be hidden agendas. We think that's the WRONG way to do business.
Here's what we think is the RIGHT way to do business:
* Care for our clients in the way that would make Grandma proud. We founded Lions Gate Wealth Management, LLC, to be the kind of place where we'd want to be clients, if we didn't already work here! We'd want to be respected, informed, and heard. We don't expect our clients to settle for less.
* Know our clients and their goals. We understand that investing is more than just a numbers game, there's emotion involved as well. People assign different values to money and have had different experience with investing. The so-called best investments aren't necessarily the best for everyone. When we first get to know each other, we'll ask you a lot of questions so that we can learn about you as a person, and then we'll tailor your investments accordingly. Out of these conversations, we create an Action Plan for each client that includes all of our recommendations and acts as a roadmap from establishing the client's objectives to achieving them.
* Treat clients like people, not like portfolio balances. One thing you'll notice about our firm is that we're friendly. Down to earth. Good listeners. Having been in the business a long time, we've seen different market cycles - both good and bad! We have perspective that can help keep you on an even keel through the inevitable market ups and downs. We accept new clients that are seriously interested in getting on track with their investment goals. We believe that it is important to grow with our clients; therefore, we do not have investment minimums that require clients to have a large amount of investable assets to get started.
* Empower clients to feel confident about their decisions. You don't have to know the difference between a REIT and a UIT when you come to see us. We're happy to explain it to you if you're curious; if you're not, that's okay too. Some clients want to take more of a hands-on role in the investment process; others want nothing to do with it. Either way, our goal is to make sure you sleep easily at night, secure in the knowledge that your money is working effectively for you, and that you are working with professionals who truly care about you and your goals.
* Practice time-tested financial approaches. At Lions Gate Wealth Management, LLC, we follow prudent financial principles. We treat your money responsibly. We meet with clients on a regular schedule - in person if possible. At our meetings, we talk about your objectives, determine if changes to the Action Plan are needed, evaluate our progress and performance, and assign tasks for the next six months. We work in partnership to help you achieve your goals and dreams.