Asset Strategy is an owner-member of Lion Street, Inc., a leading national financial services company owned by independent financial advisors. Lion Street comprises an elite network of firms who specialize in financial strategies for high-net-worth individuals, family offices, business owners and corporate clients. Lion Street firms gain access to insurance carriers and financial institutions, and the products and services they offer, enhancing our ability to meet the complex planning requirements of our clients.

Experience and expertise, combined with a true open architecture platform, gives our firm access to major products as well as sophisticated resources needed to design advanced solutions.