Lyons Wealth offers financial planning and investment advisory services to individuals, families and businesses. We begin with a complementary consultation to learn about your financial well-being. We will discuss your financial goals, where you stand today toward reaching those goals, and your tolerance for risk. We will then customize an investment plan for you.
Lyons specializes in managing proprietary investment strategies designed to complement your total investment portfolio. We also offer traditional asset allocation and custom portfolio management solutions.
We offer the following services: