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Lionshead Wealth Management

Lionshead Wealth Management is a financial planning boutique delivering a unique and tailored standard of care to individuals, families, and business owners. Our mission is to help our clients achieve their goals and provide the knowledge, guidance, and tools to plan fiercely for their futures. Both CFPs at the RIA, Michael Bernstein and Scott Lasky, practice exclusively as an objective, fiduciary planners and not brokers. This means that we have our clients' best interests at all times. Our continued passion for helping people is the driving force behind their client's success.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Michael Bernstein, CFP®
NAPFA-Registered Financial Advisor
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

250 W 55th Street 17th Floor New York, NY 10019 Phone: (212) 967-5466

Primary Office

250 W 55th Street 17th Floor New York, NY 10019 Phone: (212) 967-5466