LYONS WEALTH MANAGEMENT
Formed from a variety of complementary disciplines and strategies, Lyons Wealth brings a mix of equity, bond, and options strategies, as well as hedging techniques for concentrated positions.
We strive to be a trusted advocate for each of our clients, one that incorporates wealth management and estate planning into our advice and decision making.
In Short ~
This challenging marketplace requires that we adapt and become more proficient with all the tools available to us. Our clients tell us their brokers or advisors say they must sell and diversify their stock or other concentrated holding. When they reply that they are not interested in selling, that is the end of the conversation – for Lyons Wealth, that is where the conversation begins.
Important Disclaimer: Options are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially rapid and substantial losses. Neither this website nor
any of the documents herein are intended as an offer or solicitation. Prior to investing in listed options, you should read and understand the Options Disclosure Document ("ODD") published by the
Options Clearing Corporation. For a copy of the ODD please contact our offices or visit the OCC's website. Additionally, prior to investing in any options strategies, you should consult with a
tax professional to understand the tax implications of such transactions.
contained in this website in any form without express written consent of Lyons Wealth Management is strictly prohibited. Please read our Terms.