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"excerpt": " Bay Area Financial Advisors | Lyon Wealth Management ⚠️ JavaScript Required: Please enable JavaScript in your browser for the best experience. Family Well-th Vault Contact Us Overview Team Process and Services Process and Services Trust Services Insights Market Note Weekly Wisdom The Lyon's Den Leading Your Financial Life Meet The Team Our Mission We strive to be your family’s key advisor in all financial matters. With more than 40 years of experience in financial advising and investment management, we work to simplify the complex issues that you face every day. We seek to understand your individual financial needs and objectives, as well as your tolerance for risk and volatility, and we use this information to create a personalized investment plan. Our committed and experienced advisors take a holistic approach to providing our clients with fiduciary advice. Fiduciary Duty We serve you, your family, and your business as fiduciaries. A fiduciary is an individual in whom another has placed the utmost trust and confidence to manage and protect property or money. It is a relationship in which one person has an obligation to act for another’s benefit. We are not beholden to sales agendas or proprietary products—rather, our partnership with Hightower gives us access to quality investment solutions from top firms and service providers. Our model enables our clients to benefit from competitive pricing, as well as a diverse selection of sophisticated products and services. Our Value Proposition We provide you with a structure, so you can feel confident about your finances. By allowing us the opportunity to support you in the planning and management of your balance sheet, income statement and business plan, you’re able to focus your time, energy and attention on things that matter most. Problem-Solving We constantly seek out new and better solutions and actively drive down the costs of these solutions. Collaboration Great minds think alike. We collaborate with you, combining our experience with your knowledge of your financial situation. Big Picture Understanding We don’t lose the view of the forest for the trees. We seek to understand the big picture because strategic decisions need to be balanced. Core Pillars Our first conversations are valued and vital. We want to understand all of your needs and objectives, as well as your tolerance for risk and volatility, and to help you gain comfort with investing across all asset classes. Our experience helps us anticipate your needs and make recommendations on your behalf. We work with many individuals and families of substantial means – corporate executives and business owners who value the disciplined, sophisticated approach we bring to each relationship. We believe successful investment management considers your complete financial picture. All aspects of your financial life impact one another and help to inform and guide our strategy. Our personal relationship with you is backed by a team of global professionals. We have built strong relationships within the legal, accounting and insurance communities to better address your tax, estate planning, risk management and legacy planning needs. Insights Read our latest market, economic and business news. SUBSCRIBE TO OUR NEWSLETTER Take control of your future. Let's Have a Conversation 1550 Tiburon Blvd Suite B Up #6 Tiburon, CA 94920 (415) 702-1622 Overview Team Process and Services Trust Services Market Note Weekly Wisdom The Lyon's Den Legal & Privacy Web Accessibility Policy Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer. HTA Client Relationship Summary HTS Client Relationship Summary Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/ SIPC . You can check the background of our firm and investment professionals on brokercheck.finra.org . Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable. © 2026 Hightower Advisors. All Rights Reserved. [{\"level1\":[{\"title\":\"Overview\",\"anchor\":\"index\",\"openNewWindow\":false,\"level2\":[]},{\"title\":\"Team\",\"anchor\":\"team\",\"openNewWindow\":false,\"level2\":[]},{\"title\":\"Process and Services\",\"anchor\":\"process-and-services\",\"openNewWindow\":false,\"level2\":[{\"anchor\":\"trust-services\",\"subTitle\":\"Trust Services\",\"openNewWindow\":false}]}]}] ",
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