Our Mission

At Lyon Wealth Management, Inc., we strive to be your family’s key advisor in all financial matters. With more than 50 years of experience in financial advising and investment management, we work to simplify the complex issues that our clients face every day. We seek to understand our clients’ individual financial needs and objectives, as well as their tolerance for risk and volatility, and we use this information to create a personalized investment plan. Our committed and experienced advisors take a holistic approach to provide our clients with fiduciary advice.

Our Value Proposition

We offer clients confidence: by sharing in the planning and management of their Balance Sheet, Income Statement and Business Plan, our clients are freed to focus their time, energy and attention on those things that matter most.
Big Picture Understanding Collaboration Problem-Solving Coaching You on Sound Financial Decisions

Big Picture Understanding

We don’t lose the forest for the trees. We seek to understand the big picture, because strategic decisions need to be balanced

Collaboration

Great minds think alike. We collaborate with you, combining our experience with your knowledge of your financial situation


About Us

Our First Conversations are vital and valued

We want to understand all of your needs and objectives, as well as your tolerance for risk and volatility, and to help you gain comfort with investing across all asset classes.

Our Experience helps us anticipate your needs and make recommendations on your behalf

We work with many individuals and families of substantial means – corporate executives and business owners who value the disciplined, sophisticated approach we bring to each relationship.

We believe successful investment management takes into account your complete financial picture

All aspects of your financial life impact one another and help to inform and guide our strategy.

Our personal relationship with you is backed by a team of global professionals

We have built strong relationships within the Legal, Accounting and Insurance communities to better address our clients' tax, estate planning, risk management and legacy planning needs.


Fiduciary Duty

We serve our clients, their families and their businesses as fiduciaries. A fiduciary is an individual in whom another has placed the utmost trust and confidence to manage and protect property or money. It is a relationship in which one person has an obligation to act for another's benefit. We are not beholden to sales agendas or proprietary products—rather, our partnership with HighTower gives us access to quality investment solutions from top firms and service providers. Our model enables our clients to benefit from competitive pricing, as well as a diverse selection of sophisticated products and services.
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