Lion Street is a national financial services distribution company owned by an elite force of independent financial advisors who also specialize in providing life insurance, business insurance, and other financial-planning solutions to their high-net-worth individuals, family offices, business owners, and corporate clients.
Destiny Wealth Partners President Thomas H. Ruggie, ChFC®, CFP®, serves as an Advisor-Owner for Lion Street. RWM Asset Management is (a separate RIA from Ruggie Wealth Management established to manage its investment portfolios.
The Lion Street partnership reflects a commitment to help our clients plan, invest and protect their savings so they can retire better. It is a strong complement to the wealth solutions we are able to offer.
Lion Street specializes in areas including bank-owned life insurance (BOLI), corporate-owned life insurance (COLI), deferred compensation planning, and employee stock-ownership plans (ESOP).