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Exit Strategies For
Orange County Business Owners

Safeguard Your Life's Work. Prepare For Your Ideal Future.

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Lionheart Capital Management

Your Guide to the Future You Want

Don’t let a “financial salesman” craft your financial plan. At Lionheart Capital Management, you’ll work with a fiduciary who is legally obligated to put your interests first. We operate with a fee-only payment structure, meaning we never earn commissions on the investments we choose on your behalf. Find out why you should hire a financial advisor — and specifically our firm — by clicking here.

why lionheart capital

Why Lionheart Capital?

Fiduciary
Trust is essential. As a fee-only fiduciary advisor, we take full responsibility for any direction we recommend.
Transparent Pricing
Simple, straightforward and reasonable. You will always know where you stand.
Unbiased Advice
Your goals are our goals. Feel confident knowing we’ll always put your needs first.

Expertise At Every Step

Wealth-Building Phase:

As you progress in your career, It’s common to wonder if you’re maximizing the tools and investment options at your disposal. I’ll review your financial situation with the goal of creating strategies designed to reduce taxes, optimize your investments, and make the most of the money you work hard to earn.

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You have worked hard and saved for retirement all along, but what now? Once you’re 10 to 15 years from your target retirement age, I’ll create a tailored plan that aims to secure peak returns when you need them most.

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Maybe you’ve built a business you can sell to retire, or perhaps you aren’t sure how to transition out of the workplace and into the life you’ve planned for. I can help you figure out some strategies to help you settle into retirement without overpaying on taxes or giving anything away.

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Let Us Do the Work

Even though we are a boutique financial advisory firm, we use well known platforms like TD Ameritrade and SoFi, and top research tools from Bloomberg and Morningstar, to craft an investment plan that is unique to your goals. Through the ups and downs, we’ll monitor your portfolio and help you make favorable decisions for your future. No matter where life takes you, we’ll always be a phone call away.

have-peace-of-mind

Working with
Chris Struckhoff, MBA

Hello and Welcome!

I decided to become a financial advisor while helping a family friend navigate their transition to retirement. After overseeing the sale of their business and finding out their investment planner was trying to sell them complicated, overpriced investments to earn a huge commission, I knew there had to be a better way.

I have dedicated my career to helping families plan for the future, and I take pride in offering real world advice and comprehensive, easy to follow solutions that work.

My firm offers fee-only financial planning for a reason. I sleep well at night because I always put my client’s needs and goals before anything else.

fun favorite facts

Chris’ favorites & fun facts

Vaction Spot
US VIRGIN ISLANDS

Favorite Band
QUEEN

Favorite Book
THE INTELLIGENT INVESTOR

Favorite Camping Spot
LAKE MOHAVE

Favorite Beach
NEWPORT BEACH

Education
MASTERS IN BUSINESS

Favorite Comedian
DAVE CHAPELLE

Favorite Director
CHRISTOPHER NOLAN

Favorite TV Show
GAME OF THRONES

Favorite Animal
TURTLE

Financial Advice Shouldn’t Be Scary

Schedule a free consultation. We’ll go over your hopes, your dreams, and your current plans to reach your goals. If you decide I’m the right person to help, we’ll work together to create a custom program that will lead to the outcome you want. Stop wasting time and start planning for your future today.

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