Innovators aren’t mainstream, they have a vision informed by the past and present with an eye to the future. They seek to do things differently to achieve goals and bring new things to the world. Lion’s Eye Wealth is the strength and courage of the lion, with the golden eye of vision and strategy. We seek to move beyond the past and present, serving our clients with pioneering research, thinking, and investment opportunities. We are not your father’s financial firm. In fact, we are female led, but remember, in actuality, the lioness is the hunter.

Either through a call, in person meeting, or online video appointment, we have an initial consultation with you to learn about you and your goals. If you’re all set and ready to go, we review your assets and liabilities and develop and present a financial plan and investment strategy to you, tracked to your unique goals. When you say “go,” we execute the strategy for you and keep you informed quarterly as to progress and performance.

We love alpha, and seek the best return on investments with a close eye on beta (volatility) and risk based on appetite for risk and investment time horizon(s) unique to each. For most, this means different “buckets” with different correlations, risk profiles, and amount of time invested. We diversify across asset classes, sectors, and geographies to manage risk. We’ll never advise you to have all your eggs in one basket.

We’ve been at big firms and learned the good and the bad. We are intentionally small and scrappy to serve our clients best. Red tape and long approval processes don’t stop us from acting on behalf of our clients swiftly. In rapidly changing times with more unpredictables than ever, we’ve chosen this route for one reason - to serve our clients with the best investment selection including a vast array of alternative investments. We are active, tactical investors, and passive on a portion of long-term investments.

Each in our own way, we all want to be kings and queens of the jungle. The lion in Lion’s Eye Wealth, represents desire, courage, strength and the power to stand alone in the jungle when necessary to win. The eye is vision, wisdom, and expertise to chart the best course through challenges to accomplish goals. The golden hue of light, warmth, and goodness imbues all that we do for our clients, our communities, and generations to come. We solidly commit to teaching youth about finance so they can navigate the jungle too. We empower the inner lioness in women with financial know-how in finance, and have a special place in our hearts for single mothers since we’re led by one.