Lyon Wealth Management

Lyon Wealth Management, located at 1550 Tiburon Boulevard in Tiburon, California, is a finance institution with over 40 years of experience in financial advising and investment management. Our team works to simplify complex financial issues and create personalized investment plans tailored to each client's individual needs, objectives, and risk tolerance. As fiduciary advisors, we are committed to acting in our clients' best interests and providing unbiased advice.

Partnering with Hightower allows us to access quality investment solutions from top firms and service providers, offering competitive pricing and a diverse selection of products and services. We collaborate with clients to combine our expertise with their financial knowledge, ensuring a holistic approach to financial planning and management. Our goal is to help clients focus on what matters most by handling their financial needs with care and expertise.

We work with individuals and families of substantial means, including corporate executives and business owners, who value our disciplined and sophisticated approach to financial management. Our team considers all aspects of a client's financial life, including tax, estate planning, risk management, and legacy planning, to develop a comprehensive strategy that aligns with their goals.

At Lyon Wealth Management, we constantly seek new solutions and strive to drive down costs for our clients. We prioritize understanding the big picture and making strategic decisions that balance risk and reward across all asset classes. Our strong relationships within the legal, accounting, and insurance communities allow us to address various financial needs and provide comprehensive support for our clients.

If you are looking for a trusted partner in financial planning and investment management, contact Lyon Wealth Management at (415) 702-1622 to learn more about how we can help you achieve your financial goals.