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.
