Firm name: Lions Gate Wealth Management

Firm location: Wexford, PA

Firm size: 9 team members

AUM Advisory: $91,740,821

Year founded: 2011

Joined Carson: May 2019

We are excited to announce Lions Gate Wealth Management is now a Carson Partner firm! The Pennsylvania-based firm was founded in 2011 by Lori Daff-Siggins.

Lions Gate was founded to be the firm employees would want to be clients of themselves based on the level of care and service. When it comes to managing money, they believe in a consultative process while keeping emotions in check. Their basic philosophy is: bring up your growth, drive down your risk. Along with their excellent focus on client relationships, they offer services like:

  • Portfolio management
  • Estate planning
  • Tax planning
  • Retirement planning

A common vision of putting the client first and providing a high-level customer experience is why many firms like Lions Gate have chosen to join Carson Partners. Founded in 2012, the Partner program simplifies the complexity of running a wealth management firm by managing and executing marketing, compliance, technology, investment management and operations for advisor firms. With over 90 partners, Lions Gate joins a strong community of like-minded firms.

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts

Anthony Zhang: Turning Challenge into Opportunity

By: Jamie Hopkins
Serial entrepreneur Anthony Zhang launched his latest venture, Vinovest, a fintech for fine wine investing, in 2020, just before the pandemic took hold. The stock market soon fell 30%, …

Dr. Richard Thaler: The Psychology Driving Our Money Decisions

By: Jamie Hopkins
Why do we make the decisions we do when it comes to money? In today's episode of Carson Group and PIMCO's Retirement Income Series, behavioral economist Dr. Richard H. …

Christine Benz: Breaking Down Retirement Income Planning Strategies

By: Jamie Hopkins
What philosophy guides your clients' retirement income planning? In today's episode of Carson Group and PIMCO's Retirement Income Series, Christine Benz, Morningstar's Director of Personal Finance, explains the key …

Dr. Wade Pfau: Retirement Planning in a Changing World

By: Jamie Hopkins
In today's episode of Carson Group and PIMCO's Retirement Income Series, Dr. Wade Pfau dives into the 4% rule and other retirement planning strategies. Wade is the founder of …
1 2 3 109