Network·Family Office
📍 NEW YORK, NY
SEC CRD #801-110632
Financial Advisory | Lionshead Wealth Management Meet With an Advisor contact (212) 967-5466 250 West 55th St, 17th floor New York NY 10019 Generational Wealth Planning Thoughtful Strategy for Complex Financial Lives Proudly supporting individuals, families, and professionals across New York City with tailored, objective financial advice right from our Midtown office. Schedule 30 Minutes View Our Services Fee-Only Independent From wealth preservation to legacy planning, we provide holistic, customized strategies for high-net worth individuals, families and family offices within a boutique, high-touch service environment . Our Story Independent Planning, Based in New York City If you re sorting through wealth management options in NYC, the pressure to choose the right partner can feel intense. It s normal to worry about hidden agendas or getting a generic plan that misses what matters most to you. Lionshead Investment Advisory stands apart as an SEC-registered, truly independent RIA unaffiliated with brokerages, insurance companies, or money managers. Our CFP -credentialed team delivers accessible guidance from our Midtown office, supporting your decisions whether you re in Manhattan, Upper East Side, Upper West Side, Brooklyn Heights, or Park Slope. Explore Wealth Management Turn Financial Stress Into Clear Next Steps When life feels complicated, having an NYC-based advisory team like Lionshead Investment Advisory means you re never left guessing about your next move. With ou
SCOTT D. LASKY
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
📞 (212) 967-5466
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AUM
$230M
Location
NEW YORK, NY
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