Lionshead Wealth Management, LLC

James Zagelmeyer is a financial advisor at Lionshead Wealth Management, LLC with a Series 65 credential and one year of industry experience. He has been involved in the retail business of selling used equipment parts through Newsearch Equipment & Salvage since 2011. Lionshead Wealth Management serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and business entities, offering portfolio management and financial planning services. The firm uses mutual funds, ETFs, and third-party money managers, tailoring portfolios to clients’ objectives and employing tax-aware strategies alongside both discretionary and non-discretionary management options.

Scott Lasky is a CFP® professional with 13 years of industry experience and has been with Lionshead Wealth Management, LLC since 2017. Prior to that, he worked at Wilmington Capital Securities LLC for two years. Outside of his advisory role, he owns and manages a fixed life insurance business. Lionshead Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and Micro Family Office services, primarily utilizing mutual funds and ETFs alongside third-party money managers when appropriate.

Michael Bernstein is a CFP® professional at Lionshead Wealth Management, LLC with two years of industry experience. He has worked at several firms including Noble Financial Group and Equinox before joining Lionshead Wealth Management. Lionshead Wealth Management advises individuals, pension plans, trusts, charitable organizations, and business entities, offering discretionary and non-discretionary portfolio management along with financial planning and pension consulting. The firm employs model portfolios, tax-aware strategies, and a mix of long- and short-term purchase approaches tailored to client objectives and risk tolerance.

Mehak Thukral is a financial advisor at Lionshead Wealth Management, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Lionshead Wealth Management since 2017. Outside of her advisory role, she is involved in property management through Rising Properties, LLC. Lionshead Wealth Management serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and business entities, offering portfolio management and financial planning services. The firm employs model portfolios and tax-aware strategies, including periodic tax-loss harvesting, and provides both discretionary and non-discretionary advisory engagements.