Lionheart Wealth Management

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

close

Team photo for Lionheart Wealth Management
Team photo for Lionheart Wealth Management

View Larger


Advisors

Advisor photo for Anthony DeAngelo

Anthony DeAngelo

APMA®

Private Wealth Advisor

Franchise Owner
Visit Anthony DeAngelo's website
Advisor photo for Frank D'Erasmo Jr

Frank D'Erasmo Jr

APMA®

Financial Advisor

Managing Partner of Lionheart Wealth Management
Visit Frank D'Erasmo Jr's website
Advisor photo for Samuel Dicocco

Samuel Dicocco

APMA®, CRPC, CEPA®

Financial Advisor

Managing Partner of Lionheart Wealth Management
Visit Samuel Dicocco's website
Advisor photo for Shivam Mittal

Shivam Mittal

APMA®, CRPC

Financial Advisor

Managing Partner of Lionheart Wealth Management
Visit Shivam Mittal's website
Advisor photo for Joseph Monteleone

Joseph Monteleone

CFA®

Financial Advisor

Investment Manager
Visit Joseph Monteleone's website
Advisor photo for Stephen J Croghan

Stephen J Croghan

MBA, CRPC, CLTC®

Private Wealth Advisor

Business Development Manager
Visit Stephen J Croghan's website
Advisor photo for Brian Reiss

Brian Reiss

CFP®, CRPC, CMFC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Brian Reiss's website
Advisor photo for Keith Woetzel

Keith Woetzel

Financial Advisor

Associate Vice President of Lionheart Wealth Management
Visit Keith Woetzel's website
Advisor photo for Jeremy Westaway

Jeremy Westaway

Financial Advisor

Investment Manager
Visit Jeremy Westaway's website
Advisor photo for William Huntley

William Huntley

Financial Advisor

Visit William Huntley's website


Team

Aneta Szatkowski

Aneta Szatkowski

Executive Assistant

Ariane Moran

Ariane Moran

Operations Specialist

Suzanne Bodine

Suzanne Bodine

Administrative Assistant,

Client Relationship Specialist