Frank D'Erasmo, APMA, Financial Advisor

Frank D'Erasmo, APMA, Financial Advisor Financial Advisor, Ameriprise Financial Services, LLC

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Join us for a complimentary online webinar on Wednesday, April 22, 2026, from 11:00 AM–12:00 PM EDT. We’ll discuss the c...
04/06/2026

Join us for a complimentary online webinar on Wednesday, April 22, 2026, from 11:00 AM–12:00 PM EDT. We’ll discuss the current real estate market, real estate investing essentials, and important considerations when helping a family member purchase a home.

📍 Online Event
🎙️ Presented by: Frank D’Erasmo, Financial Advisor & Managing Partner, Lionheart Wealth Management

Reserve your spot today.

https://bit.ly/3OlHxQI

Geopolitical events can create short-term market volatility, but they rarely require you to rethink your long-term finan...
03/31/2026

Geopolitical events can create short-term market volatility, but they rarely require you to rethink your long-term financial plan.

Let’s connect if you’d like to review your investment portfolio’s risk profile or discuss other investment strategies in light of the recent uncertainty.

https://bit.ly/41IKCx6

Thank you for joining the webinar!
03/25/2026

Thank you for joining the webinar!

As we celebrate Women’s History Month, we invite you to our upcoming webinar:Knowledge is Power: Financial Strategies fo...
03/23/2026

As we celebrate Women’s History Month, we invite you to our upcoming webinar:
Knowledge is Power: Financial Strategies for Women
This conversation will dive into what matters most — planning for longer lifespans, managing multiple roles, and preparing for life’s unexpected turns.
Join us on March 25, 2026 at 11:00 AM ET and honor the women shaping their futures with confidence.
Don’t forget to save your spot!

🔗 https://bit.ly/4sVtT5i

In honor of Women’s History Month, we’re excited to bring you our March Webinar: Financial Strategies for Women!This ses...
03/19/2026

In honor of Women’s History Month, we’re excited to bring you our March Webinar: Financial Strategies for Women!
This session is all about empowering women to take control of their financial future with clarity, confidence, and purpose.
Join us on March 25 at 11:00 AM EST and celebrate the strength, resilience, and ambition of women everywhere.
Reserve your spot today — you won’t want to miss this one!

🔗 https://bit.ly/47eWIl4

This Women’s History Month, let’s honor the women who came before us by empowering the women of today.Join us on March 2...
03/17/2026

This Women’s History Month, let’s honor the women who came before us by empowering the women of today.
Join us on March 25 at 11:00 AM ET for a webinar designed to build financial clarity, confidence, and long-term security.
Reserve your spot and be part of the celebration.

🔗 https://bit.ly/40xEzv3

All of us at Lionheart Wealth Management are proud to share that we have received the Ameriprise Client Experience Award...
03/06/2026

All of us at Lionheart Wealth Management are proud to share that we have received the Ameriprise Client Experience Award — a testament to them delivering outstanding client care, excellent service and personalized advice to help clients achieve their financial goals.

https://bit.ly/3N2kEkM

Happy Employee Appreciation Day to the one and only Ariane, the heart, brain, and calming force behind everything we do....
03/06/2026

Happy Employee Appreciation Day to the one and only Ariane, the heart, brain, and calming force behind everything we do.

If you’ve ever worked with us, you already know: Ariane is the person who keeps our clients taken care of, keeps me organized (a full‑time job in itself), and somehow does it all with a smile and attitude that lifts up the entire office.

Her positivity is contagious, her attention to detail is unmatched, and our entire team, along with every family we serve, is better because of her.

Ariane, thank you for bringing your energy, kindness, and absolute excellence to our office every single day. You make us better. 🙌💙

Excited to share that for 2026 I’ve officially joined the Monmouth Regional Chamber of Commerce! As someone who spends a...
02/23/2026

Excited to share that for 2026 I’ve officially joined the Monmouth Regional Chamber of Commerce!

As someone who spends a lot of time helping families and professionals navigate their financial lives, I’m really looking forward to getting more involved in the Monmouth County community, meeting local business owners, and building real relationships, not just exchanging business cards.

There’s so much happening in this region, and I’m honored to have the chance to be part of a group that genuinely supports local businesses and lifts each other up.

Looking forward to a great future building up this amazing community I'm so lucky to be a part of!

Had a great Valentine’s Day dinner out in Red Bank with my favorite people. ❤️  We don't get out often for nights like t...
02/19/2026

Had a great Valentine’s Day dinner out in Red Bank with my favorite people. ❤️

We don't get out often for nights like this, but when we do, we make sure to enjoy every minute together!

Our second monthly webinar is here! Save your spot now!Big tax changes are here, make sure you’re prepared. Don’t miss t...
02/09/2026

Our second monthly webinar is here! Save your spot now!
Big tax changes are here, make sure you’re prepared. Don’t miss this fast, impactful overview of the One Big Beautiful Bill Act. Register today using the link below:

https://bit.ly/3Ow7AnR

Address

129 Summit Avenue 2nd Floor
Summit, NJ
07901

Opening Hours

Monday 8am - 7pm
Tuesday 8am - 7pm
Wednesday 8am - 7pm
Thursday 8am - 7pm
Friday 8am - 5pm
Saturday 9am - 11pm
Sunday 12am - 11pm

Telephone

+12127062010

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