Lionstone Wealth Group

About Us

Lionstone Wealth Group is a trusted financial planning and wealth management firm serving individuals, families, and business owners in Cañon City and the surrounding Royal Gorge Region. Built on a foundation of integrity, transparency, and long-term relationships, Lionstone Wealth provides personalized guidance designed to help clients navigate life’s financial decisions with clarity and confidence.

Led by Jake Francis and Christian Pineda, the Lionstone Wealth team takes a thoughtful, client-centered approach that begins with a deep understanding of each client’s goals, values, and financial priorities. Their services include comprehensive financial planning, investment management, retirement planning, tax-aware strategies, estate planning coordination, and ongoing portfolio oversight. Every strategy is tailored, recognizing that no two financial journeys are the same.

Lionstone Wealth is committed to education and open communication, helping clients understand their options and feel empowered in their decision-making. Whether planning for retirement, building and preserving wealth, preparing for major life transitions, or creating a long-term financial roadmap, clients can expect proactive service and objective guidance at every stage.

Locally rooted and community-minded, Lionstone Wealth Group values strong relationships and strives to be a steady, reliable partner through all seasons of life. Clients are welcomed into a professional yet approachable environment where their financial well-being remains the top priority.