Service for Individuals
What We Do
Our team understands the specific needs of our business owner and executive clients.
Wealthy individuals have different needs and planning opportunities. Our team understands the risks and planning opportunities of these individuals.
We guide our clients through the process of assessing and prioritizing goals to determine a strategic action plan. We then guide our clients through the process of implementing their plan.
Connect With Us
The most efficient use of your time is to have a brief conversation with a member of our team.
We'll guide you to the right service for your most high impact needs.
Core Services
Existing Product Analysis
Financial products are complex and need to be managed just like any other asset. One of our most utilized individual planning service centers around currently owned financial product reviews. Our team can analyze your financial product and provide you with recommendations on whether the products you own are the right fit for your current situation or whether you should consider making changes.
Business Transition Consulting
Every business owner has a succession plan - whether its intestate succession, operational agreements, a buy-sell agreement, or an estate-based wealth transfer plan. Our team takes a finance focused approach to help our owner clients understand how a transition may affect the financials of the owner, the family, and the company and how to mitigate those risks.
Executive Planning Services
Our executive clients receive the same professional level of planning we offer to their respective employers.
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Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC. LSF and TriAlpha Capital are independent and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. This site is published for residents of the United States only. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every professional listed.
*David Veatch is not affiliated with Lion Street Financial, LLC.
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