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Weir Financial Resources is privileged to be one of the elite independent financial service firms who are affiliated with Lion Street, Inc., a privately held financial services distribution company based in Austin, Texas.

Lion Street focuses on providing high-net-worth individuals, family offices, business owners and corporate clients with comprehensive financial solutions to meet their sophisticated planning needs. Weir Financial Resources chose to strategically align with Lion Street so that we can best advocate on behalf of our clients and enhance the value we provide.

As affiliates of Lion Street, we gain favored access to insurance companies and the coverage they offer. We also gain the support of a team of experienced financial services veterans with established industry relationships.

With a network of nearly 100 firms representing 160 independent advisors across the nation, Lion Street provides Weir Financial Resources with an open channel to exchange ideas and best practices. This ensures that we stay plugged into the most advanced strategies in the marketplace, and enables us to consult the specialized practices of peers to meet the complex planning requirements of our clients.

The Lion Street network also contains independent consulting firms that provided specialized services in areas such as trusts & estates, financial analysis, product analytics and financing. These unique resources combined with cutting-edge technology such as the Tracker and Ovation platforms enhance Weir Financial Resources ability to help clients reach their objectives in the most current and suitable manner.

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737 Main Street • Suite 150 • Buffalo, NY 14203
Telephone: (716) 854-3343 • Fax: (716) 854-4250

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Securities and Advisory services offered through Cadaret, Grant & Co. Inc., Member FINRA / SIPC
Supervising Branch Office: ClearPlan Financial, Inc., 6470 New Taylor Rd, Orchard Park, NY 14127 (716) 312-7424
Weir Financial Resources and Cadaret Grant are separate entities.

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