High Net Worth consulting and advisory services are designed around your family’s needs for coordinated, comprehensive advice on a range of issues that can impact your financial well-being. Because of the commitment of our team and resources to your family and the complexity of our services and time invested, Private Client services are tailored for Lions Bridge Financial Advisor families with at least $3,000,000 of investment assets or a net worth of at least $5 million.

Our first step is to spend time getting to know you, your family, your trusted tax and legal advisors, and understand the challenges and concerns you may face, and help you evaluate opportunities as well as potential risks to your family’s financial security, wealth preservation and asset protection strategies.

Our comprehensive approach can help you streamline investments, insurance, tax planning, income, expenses, special family circumstances, business interests all in a coordinated overarching plan that is coordinated with your team of trusted professionals in accounting, consulting, tax and law.

The cornerstone of our practice and success has been to provide experienced services, advice and a customized approach. We partner with you to identify, implement and monitor a highly personalized portfolio designed to help address financial objectives, long term goals and even help with implementing legacy planning for your heirs.

Our investment philosophy emphasizes pursuing performance while seeking to minimize risk. We focus on individual clients, ensuring that their specific objectives and risk profiles are accommodated when tailoring their portfolios.

We believe in:

⦁ Being held to the fiduciary standard and putting the interest of clients and their families first
⦁ Evaluating investing opportunities objectively with a focus on net return, risk and addressing long term goals
⦁ Pursuing investment returns for a given investment objective;
⦁ Strategies for preservation of capital
⦁ Insurance Planning
⦁ Consistent, long term investment approach
⦁ Disciplined investment strategies
⦁ Portfolios tailored to individual clients needs for growth and income
⦁ Tax efficiency in investing

Our typical clients are working or retired small business owners, entrepreneurs and c-level executives. While our firm has no account minimums, we find that our High Net Worth Solutions and Services are best suited for individuals and families with at least $3,000,000 of investment assets or a net worth of at least $5 million.

Wealth Management is defined as the comprehensive service that combines Financial Planning and Investment Advice, Accounting and Tax Planning strategies, and Legal and Estate Planning.  This level of service is best-suited for High Net Worth Individuals with net worths that exceed $5,000,000.  

While some may be accustomed to service-oriented experiences that go above and beyond (flying First Class, relaxing at a Ritz Carlton, or even enhancing their wardrobe with a personal shopper), at Success Wealth Management our Wealth Management Service is built around having an accomplished financial advisory team devoted to providing a high degree of personal service and one-on-one attention.

It’s a service model few ever have the privilege to enjoy, but for those who do, it is a most well-deserved experience. We will treat you like you are our only client, and will take ownership of every action. Our goal is for our Wealth Mangement Clients to feel pride in knowing that their financial affairs are being looked after and cared for in the most thorough, personal, and professional manner.