Lionheart Wealth Management

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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

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Advisors

Samuel Dicocco

APMA®, CRPC, CEPA®

Financial Advisor

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

Anthony DeAngelo

APMA®

Private Wealth Advisor

Franchise Owner
Visit Anthony DeAngelo's website

Frank D'Erasmo Jr

APMA®

Financial Advisor

Managing Partner of Lionheart Wealth Management
Visit Frank D'Erasmo Jr's website

Shivam Mittal

APMA®, CRPC

Financial Advisor

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


Team

Aneta Szatkowski

Aneta Szatkowski

Executive Assistant

Ariane Moran

Ariane Moran

Operations Specialist

Suzanne Bodine

Suzanne Bodine

Administrative Assistant,

Client Relationship Specialist