Our Business Is Your Tomorrow
Following the 2020 general election and Georgia runoffs the Democratic Party has won the Presidency, maintained control of the House of Representatives, and ended up in a 50/50 split with Republicans in the Senate. A 50/50 Senate split means Vice President Kamala Harris will cast any tie-breaking vote, to the [Read More]
Guest Contributor, Lauren Pearson of Hightower We are so happy to share a blog this month from Lauren Pearson of Hightower Somerset Advisory, a Birmingham-based investment advisory and wealth management firm. In this piece, she shares her thoughts on using cash as an important component of your wealth management strategy, [Read More]
Planning for the Biggest Wealth Transfer Opportunity in History! The current transfer tax planning environment avails high net worth clients of unprecedented wealth transfer opportunities. However, the outcome of the 2020 federal election could bring significant changes as early as next year it there is a sweeping political power change, [Read More]
Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Lion Street Financial, LLC does not provide tax or legal advice. Wood Financial Group and Lion Street are not affiliated. 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. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. 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 advisor listed.
Client Relationship Summary (Form CRS)
Lion Street Financial
Check us out on BrokerCheck
Wood Financial Group, LLC
2003 Cahaba Road, Suite 201
Mountain Brook, AL 35223
