Lyons Wealth Management
@lyonswealth.com
Founded in 2009, Lyons Wealth Management is an award winning wealth management firm with a reputation for successfully helping affluent clients reach their personal financial goals. We value our fiduciary responsibility and by incorporating a financial planning based approach to advice and guidance we can execute investment strategies specifically suited to our clients' goals and future. Our team brings over 90 years of experience to our clients needs and, in that time, we have personally witnessed not only what works , but more importantly, what doesn't. Our mission is to create investment solutions that help our clients meet their long-term goals. We take great pride in complementing our investment programs with quality service and support. Conventional buy-and-hold investment strategies can fail to keep pace with the rapid globalization of economies and financial markets. We seek innovative, forward-thinking investment strategies that address the needs of the evolving investment landscape. Accordingly, Lyons Wealth applies a proactive investment management philosophy to navigate diverse market conditions.
Lyons Wealth Management's Company Logos
Lyons Wealth Management's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#666666
Dove Gray
102, 102, 102
0, 0, 40
0, 0, 0, 60
#3E6B96
San Marino
62, 107, 150
209, 42, 42
59, 29, 0, 41
#141619
Woodsmoke
20, 22, 25
216, 11, 9
20, 12, 0, 90
About Lyons Wealth Management
Lyons Wealth is a fiduciary wealth management firm serving high-net-worth families, individual investors, financial professionals and registered investment advisors, and institutional investors. Since 2007, the firm has emphasized putting clients’ interests first, with a transparent fee structure and portfolios designed to grow and protect wealth. Its approach combines proactive investment management with concentrated, actively managed solutions intended to pursue growth, capture upside, and preserve capital across market cycles.
Lyons Wealth offers a range of investment strategies and educational resources. These include personalized tax-smart investing, solutions for investors with large concentrated stock positions, an algorithmic trading strategy, and the Lyons Small Cap Value Strategy, which uses fundamental research and a proprietary GRAPES valuation model to assess mid-, small-, and micro-cap companies. The firm also provides information on Roth conversions and traditional IRAs, and lists a Lyons Tactical Allocation Portfolio. Clients and prospective investors can explore strategies, learn about the firm’s team and process, or arrange a private conversation with an advisor. Lyons Wealth is based in Winter Park, Florida.
