Lionheart Wealth Management

www.ameripriseadvisors.com

Lionheart Wealth Management, a subsidiary of Ameriprise Financial Services, LLC, is an independent wealth management, investment advisory, and financial planning practice. We support corporate executives and employees throughout the US with their financial planning and investment strategies. We represent clients at over 100 of the top organizations in the US and have a deep understanding of their company's benefits and various compensation structures. We educate our clients on their benefits and compensation structure to ensure they're taking advantage of all that their firm has to offer. Next we identify solutions to complete their financial strategy and make sure they're on the best path to reach their various financial goals. Our team has a passion for the financial markets and identifying important market trends. We take time out each week to focus on new information that can help our clients improve the outcomes of their investment strategies. Although we got into the wealth management industry because of our interest in financial markets and investing, the most rewarding part of our career is being able to sit with our clients, learn about their dreams and ambitions for the future, and bring those dreams to life through intentional actions determined by their financial plan. There's nothing better than watching our clients reach major life milestones and we watch it happen all the time. We thank all of our clients for their continued trust and support. It's an honor to serve you, your family, and loved ones.

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Lionheart Wealth Management, a subsidiary of Ameriprise Financial Services, LLC, is an independent wealth management, investment advisory, and financial planning practice. We support corporate executives and employees throughout the US with their financial planning and investment strategies. We represent clients at over 100 of the top organizations in the US and have a deep understanding of their company's benefits and various compensation structures. We educate our clients on their benefits and compensation structure to ensure they're taking advantage of all that their firm has to offer. Next we identify solutions to complete their financial strategy and make sure they're on the best path to reach their various financial goals. Our team has a passion for the financial markets and identifying important market trends. We take time out each week to focus on new information that can help our clients improve the outcomes of their investment strategies. Although we got into the wealth management industry because of our interest in financial markets and investing, the most rewarding part of our career is being able to sit with our clients, learn about their dreams and ambitions for the future, and bring those dreams to life through intentional actions determined by their financial plan. There's nothing better than watching our clients reach major life milestones and we watch it happen all the time. We thank all of our clients for their continued trust and support. It's an honor to serve you, your family, and loved ones.

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Country

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State

New Jersey

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City (Headquarters)

Jersey City

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Employees

1-10

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Founded

2017

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Senior Sales Consultant

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Client Service Associate

    Email ****** @****.com
    Phone (***) ****-****

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