Our Firm

A member of Forbes, Lax & Co. is an independent Rhode Island based firm offering concierge financial planning to high net-worth individuals, business owners, and their families.  For half a century, this firm has been an industry leader and trusted advisor.

 

Lax & Co. is a proud owner of Lion Street, a privately held, adviser-owned life insurance distribution company based in Austin, Texas.

 

Lion Street provides elite independent life insurance producers access to the financial products, intellectual capital, and specialized resources they need to meet the sophisticated needs of their high-net-worth and corporate clients. 

 

As Advisor-Owners, we benefit from a carrier/product agnostic platform, specialized resources, proprietary technology, intellectual capital, and the collective clout of a nationwide network of elite, life

insurance-centric practices, enhancing our ability to meet the complex planning requirements of any client.

Securities and Advisory Services offered through Cadaret Grant & Co., Inc., a Registered Investment Adviser and member FINRA/SIPC.  Lax & Co. and Cadaret Grant are separate entities..  Securities offered in CA, CT, FL, IL, MA, MD, NH, NJ, NY, PA, RI & WA.

Life insurance, financial planning, insurance planning 3616 Post Road Warwick, RI 02886