Lyons Wealth Management, LLC

10/24/2025

Many high-earning professionals face a “tech millionaire’s dilemma” - how to unlock the value of concentrated stock positions without triggering a tax event.

Learn how you can borrow, hedge, and profit tax-efficiently while keeping long-term positions intact.

🔗 Discover our Tax-Smart Concentrated Stock Strategy
https://lyonswealth.com/strategies/concentrated-stock-positions.html

Past performance does not guarantee future results. All investments involve risk, including the loss of principal. For additional information, please see our Form ADV and Form CRS at www.lyonswealth.com

09/12/2025

Too much tied up in one stock? Lyons Wealth helps guide investors in balancing that exposure through thoughtful strategies tailored to address risk, taxes, and opportunity.

Schedule a free consultation today and let’s talk about diversifying your portfolio.



Past performance does not guarantee future results. All investments involve risk, including the loss of principal. For additional information, please see our Form ADV and Form CRS at www.lyonswealth.com

Learn how to reduce risk, align your financial goals, and manage tax liabilities by diversifying concentrated stock positions.

09/08/2025

Our CEO, Sander Read, at OTC Markets Group ringing the bell to welcome Verusa Holding Anonim Sirketi into OTCQX!

09/02/2025

Invest smart, live well with Lyons Wealth!

Since 2009, we’ve been dedicated to empowering high-net-worth individuals like you in Florida with customized wealth management solutions.

Ready for expert guidance? Book a free consultation today and discover proven strategies to enhance your financial future!

Let's secure your wealth together!

11/30/2022

View our October Market Commentary for the Lyons Wealth Catalyst/Tactical Allocation Fund below.
Visit Lyonswealth.com/tactical to learn more about our award winning Tactical Strategy.

08/25/2022

Our Enhanced Yield Strategy has returned 17.1% over the past 12 months'​
https://createsend.com/t/r-2C7A6DEEEB5BD48B2540EF23F30FEDED

08/25/2022

Please join us for our Webinar! We will be discussing our Enhanced Yield Strategy August Update on Thursday September 1st, 2022
2 p.m. EST​.

06/09/2021

/PRNewswire/ -- Lyons Wealth Management is proud to announce its award-winning Tactical Program (LTAP) was recently added to three major networks: AlphaMaven...

03/05/2021

With our award-winning Lyons Tactical Allocation Portfolio, Lyons Wealth Management was able to avoid the effects of the recent market crash. Learn more below about our strategic approach to Tactical Investing and how we were able to side step the market crash. Visit http://invest.lyonswealth.com/tactical-investing/ for more information!

08/20/2020

View our July Market Commentary for the Lyons Wealth Tactical Portfolio below.

Visit Lyonswealth.com/tactical to learn more about our award winning Tactical Strategy.