WFR is one of the elite independent financial service firms who utilized Lion Street, Inc., a channel for insurance products and services.

Lion Street is a privately held financial services distribution company based in Austin, Texas, which focuses onproviding corporate clients, business owners, high-net-worth individuals and family offices with comprehensive insurance and financial solutions to meet their sophisticated planning needs. Lion Street offers favored access to insurance companies, as well as a support of a team of experienced financial services veterans with established industry relationships.

With a network of 190+ firms Lion Street provides an open channel to exchange ideas and best practices. Staying plugged into the most advanced strategies in the marketplace, enables WFR to best meet, and where needed, offer support of specialized peers to address the complex planning requirements of our clients.