Lionheart Wealth Management

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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

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Advisors

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 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 Shivam Mittal

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