Frank D'Erasmo, APMA, Financial Advisor

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

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2 DAYS AWAY!🍻 Come say Prost! to the Lionheart Wealth Management team at our tent at Red Bank Oktoberfest, Saturday from...
10/08/2026

2 DAYS AWAY!🍻 Come say Prost! to the Lionheart Wealth Management team at our tent at Red Bank Oktoberfest, Saturday from 1–5 PM. We've opened our third office location, this one in Red Bank, and love being part of this community! Stop by and say hello!

https://bit.ly/3UbCx42

Mark your calendars, Red Bank! 🍺🥨 We're proud to sponsor Red Bank Oktoberfest this Saturday, Oct. 10, from 1–5 PM at Edm...
10/07/2026

Mark your calendars, Red Bank! 🍺🥨 We're proud to sponsor Red Bank Oktoberfest this Saturday, Oct. 10, from 1–5 PM at Edmund Wilson Plaza. Local brews, great food, live music and a kids zone. Come find the Lionheart crew and say hi!

See the link below for more details:
https://bit.ly/4i7shmy

05/20/2026

Really enjoyed being a part of St. Benedict's first annual golf outing as a sponsor for Lionheart Wealth Management. It was a great opportunity to support an important cause while connecting with an incredible group of people on a beautiful day at Pebble Creek Golf Club. Thank you Sean Flynn, Mark Giacalone, and Joe Bellantuono for being a part of the Lionheart team for the day!

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

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

Website

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