Lax

Lax & Co. is a fiercely independent, yet collaboratively driven financial planning firm based in Rhode Island. For over 50 years, we have served as trusted advisors to high-net-worth individuals, business owners, and their families, helping them navigate the complexities of wealth management and achieve their financial goals. We understand that each client's situation is unique, and we take the time to get to know our clients personally to develop tailored financial plans that address their specific needs and aspirations.

Dedicated to Comprehensive Wealth Management

Lax & Co. offers a comprehensive suite of financial services designed to help our clients build, preserve, and transfer wealth across generations. Our experienced team of professionals possesses in-depth knowledge and expertise in:

• Investment Management: We provide personalized investment strategies tailored to our clients' risk tolerance, time horizon, and financial objectives. Our approach utilizes a disciplined and rigorous process to identify and capitalize on investment opportunities while effectively managing risk.

• Life Insurance & Estate Planning:

Protecting your loved ones and your legacy is paramount. We work closely with you to design comprehensive life insurance strategies that meet your estate planning needs. Our expertise extends to a wide range of life insurance products and we leverage our deep understanding of the insurance landscape to ensure you receive the best coverage for your unique situation.

• Financial Planning: We go beyond simply managing investments. Our holistic financial planning services encompass all aspects of your financial life, including retirement planning, education planning, tax planning, and charitable giving. We help you develop a cohesive plan to achieve your financial goals and create a secure future for yourself and your family.

About Lion Street

As the proud owner of Lion Street, a leading life insurance distribution company, Lax & Co. benefits from an unparalleled platform that empowers us to provide exceptional service to our clients. Lion Street is a privately held, adviser-owned company that specializes in connecting elite independent life insurance producers with the resources, knowledge, and technology they need to thrive.

This national network of like-minded professionals allows us to access a vast pool of expertise and the latest industry advancements, ensuring that our clients receive the most innovative and effective solutions available.

Our Legacy

Established by generations of dedicated professionals, Lax & Co. has earned a reputation for integrity, excellence, and client-centricity. We are deeply committed to building lasting relationships built on trust and mutual success.

Commitment to Expertise

Our team of experienced professionals is constantly seeking out new knowledge and training to stay ahead of the curve in the ever-evolving financial landscape. We are committed to providing our clients with the highest level of expertise and guidance, empowering them to make informed decisions about their financial future.