Grow & Protect
Your Wealth
Personalized strategies to build, manage, and grow your wealth with expert guidance.
See Client’s
Portfolio
Projects we've shaped, through insight, and impact.
We work with ambitious individuals who value strategy, discipline, and results.
Client Engagement Growth
Building stronger connections through transparent and proactive wealth management.
Portfolio Growth Potential
Strategic portfolios engineered for long-term financial performance.
Risk Reduction Efficiency
Protecting your investments with disciplined and adaptive strategies.
Designed to Maximize Returns While Managing Risk
Investment Management
Actively managed portfolios designed to outperform traditional models.
Financial Planning
Strategic planning for secure and successful financial future
Portfolio Strategies
Customized strategies aligned with your goals and risk
Concentrated Stock Solutions
Manage large holdings while reducing risk and generating income
Our *Award Winning Investment Strategies
Our Proven 4-Step Process
We take time to deeply understand your financial goals, lifestyle needs, risk tolerance, and current financial position to build a strong foundation.
Learn MoreWe create tailored financial strategies aligned with your long-term goals, risk profile, and investment vision.
Learn MoreOur team actively manages and executes strategies while adapting to market changes and opportunities.
Learn MoreWe continuously monitor performance and optimize strategies to support sustainable long-term growth.
Learn More
+120%
Brand Growth
Wide Range
Brand Awareness
Why Investors Choose Lyons Wealth
We don’t follow the market — we strategically position you ahead of it.
Proven Track Record Since 2009
Consistent performance delivering results through changing market conditions since inception
Active Portfolio Management
Proactive management ensuring timely adjustments and capturing emerging market opportunities
Risk-Controlled Investment Approach
Focused risk management to protect capital while maximizing long-term growth
“Lyons helped me feel confident about my financial future with clear strategies and consistent communication.”
Michael
Anderson
“Their approach is professional, transparent, and results-driven. I always know where my investments stand.”
David
Reynolds
Lyons helped me build a clear retirement strategy that aligns with my long-term goals. Their communication is proactive, and I always feel informed about my portfolio decisions.
Michael
Anderson
“The team takes the time to explain market conditions and investment opportunities in a way that is easy to understand. Their disciplined approach gives me confidence during periods of market volatility.”
Sarah
Mitchell
“Working with Lyons has simplified my financial life. Their personalized guidance and attention to detail have helped me feel more prepared for the future.”
David
Reynolds“Lyons combines sophisticated investment strategies with exceptional client service. I appreciate the transparency and the regular portfolio reviews.”
Jennifer
CollinsGet to Know the Experts Behind Your Success
Sander Read
President and Chief Executive Officer
Corey Roun
Sr. Director of Trading & Derivatives Strategies
Austin Jack
M&A Advisor Operations
Who We Work With
Lyons Wealth Management
At Lyons Wealth, we get to know our clients to understand their specific goals, objectives, needs, and future desires. We look for a good fit for everyone involved and want to engage in long-term relationships with the clients we advise. Our client roster ranges from multi-generational wealthy families and corporate executives with concentrated stock holdings; to successful individuals, business owners and fiduciaries of charitable funds. We also serve as a sub-advisor to a broad range of investment professionals.
Frequently Asked Questions
Clear answers to help you make confident financial decisions.
