Lionheart Wealth Management

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Anthony DeAngelo

APMA

Financial Advisor

Franchise Owner
Visit Anthony DeAngelo's website

Frank D'Erasmo Jr

APMA

Financial Advisor

Vice President of Lionheart Wealth Management
Visit Frank D'Erasmo Jr's website

Samuel Dicocco

Financial Advisor

Managing Partner of Lionheart Wealth Management
Visit Samuel Dicocco's website

Shivam Mittal

APMA, CRPC

Financial Advisor

Managing Partner of Lionheart Wealth Management
Visit Shivam Mittal's website

Keith Woetzel

Financial Advisor

Associate Vice President of Lionheart Wealth Management
Visit Keith Woetzel's website


Team

Aneta Szatkowski

Aneta Szatkowski

Executive Assistant