Who do you trust to help you ensure the financial well-being of your business or family?
What do you look for in a trusted advisor?
Every business and each family has different financial needs. However, there is a unifying goal for most of us: We want financial security. We want our concerns to be heard, and our needs met, whether those needs are simple or complex.
Our team seeks to delineate your financial concerns. We ask important questions that help us understand your needs, and we use the answers to create solutions that span corporate benefits planning, retirement planning, and wealth accumulation planning. We are committed to develop a long-lasting relationship with you and your family as we serve your changing needs.
Since 1932, we have helped hundreds of clients. For more than 80 years, our approach to client service has been predicated on the highest degree of integrity and professional ethics. We are located in Newton, MA and serve public and private businesses, family businesses, non-profits and high net worth individuals all over New England.
Sapers & Wallack is proud to be an owner of Lion Street. Lion Street is a leading national financial services company comprised of 125 independent Owner-Firms that specialize in design and planning for high net worth and corporate clients.
Each Owner-Firm is carefully selected, held to the highest ethical standards, and approved by an Executive Committee. The term “Owner” is used, as each advisor is a stockholder in Lion Street, similar to being a partner in a law or tax firm. This model supports “Fierce Independence” compared to being an employee, broker, or member of an organization. Ownership in Lion Street is by invitation only; the firm has no members.
Elite National Network of Fiercely Independent Owner-Firms
Being part of an elite national network creates a culture of collaboration and best practices to support each firm in providing the best solutions for their clients.
Open Architecture and No Proprietary Products
Owner-Firms leverage a state-of-the-art platform with access to all major products combined with sophisticated resources needed to design advanced solutions for high net worth and corporate clients. As one of the top national distributors, Lion Street maintains significance and scale in the marketplace for the benefit of its Owner-Firms and their clients. Lionstreet does not offer any proprietary products in order to maintain complete objectivity and product-agnostic advice.
Markets and Areas of Expertise
- Wealth Transfer and Estate Planning
- Executive and Corporate Benefits
- Business Planning Solutions
- International Planning
- Retirement & Longevity Planning
- Specialty expertise in Premium Finance, Private Placement, Captives, ESOP’s and other unique solutions
About Lion Street, Inc.
Lion Street headquarters are located in Austin, Texas, with over 50 employees that support its Owner-Firms by providing the intellectual capital and resources needed to keep the firms “Fiercely Independent.”