Business Details
Trusted Financial Planning for High-Net-Worth Individuals
Lax & Co. & Co. is an independent Rhode Island-based firm dedicated to providing concierge financial planning for high-net-worth individuals, business owners, and their families. With over five decades of industry leadership, we combine disciplined financial planning, extensive experience, and a client-focused approach to address complex financial needs. Our ownership of Lion Street, a life insurance distribution company, enhances our ability to offer tailored solutions through a carrier-agnostic platform, proprietary technology, and a nationwide network of elite advisors. We prioritize personalized service, leveraging a collaborative team of accountants, estate planners, and attorneys to ensure comprehensive risk management and tax-efficient strategies.Our investment process emphasizes goal-driven asset allocation, continuous portfolio management, and rebalancing to align with clients' evolving objectives. For professional athletes, we integrate financial coaching and transgenerational wealth strategies to support long-term success. Rooted in discipline, experience, and focus, we aim to help clients navigate financial markets and achieve their vision for the future.
Services
Wealth Management
Investment Planning
Insurance Services
Estate Planning
Tax Strategies
Financial Coaching
Portfolio Rebalancing
Highlights and features
- We offer personalized financial planning tailored to high-net-worth clients.
- Our team leverages a nationwide network of elite insurance advisors.
- We provide proprietary technology for goal-driven investment strategies.
- We integrate transgenerational wealth and tax-efficient planning expertise.
- Our process includes continuous portfolio management and rebalancing.
Services
Wealth Management
Wealth management at Lax & Co. & Co. focuses on creating customized strategies to grow and preserve assets for high-net-worth individuals. Our approach integrates risk assessment, tax efficiency, and long-term goals to ensure financial security. By leveraging proprietary tools and a nationwide network, we deliver solutions tailored to each client's unique circumstances.
Investment Planning
Our investment planning service emphasizes goal-driven asset allocation and continuous portfolio management. We analyze market trends, client risk profiles, and financial objectives to construct diversified portfolios. Regular rebalancing ensures alignment with evolving goals, whether for retirement income or intergenerational wealth transfer.
Insurance Services
Lax & Co. & Co.'s insurance services provide tailored life insurance solutions through Lion Street's carrier-agnostic platform. We evaluate client needs, coordinate medical underwriting, and present options that align with estate planning and tax strategies. Our process ensures access to elite resources and competitive terms for high-net-worth clients.
Estate Planning
Estate planning at Lax & Co. & Co. focuses on minimizing tax liabilities and ensuring seamless wealth transfer. We collaborate with legal experts to design trusts, wills, and charitable giving strategies. Our approach safeguards assets while addressing clients' legacy goals and family needs.
Tax Strategies
Our tax strategies aim to optimize financial outcomes through proactive planning. We identify tax-advantaged investments, retirement contributions, and charitable giving opportunities. By integrating these strategies with broader financial plans, we help clients reduce liabilities and enhance long-term growth.
People
Ryan Alan Lax
President
Ryan Alan Lax & Co. & Co. leads Lax & Co. & Co. with over 25 years of experience in financial planning. He focuses on delivering tailored solutions for high-net-worth clients and oversees strategic partnerships like Lion Street.
Frank Giorgio
V.P. of Investments & Business Development
Frank Giorgio drives investment strategies and business growth at Lax & Co. & Co. With expertise in portfolio management, he ensures clients receive innovative solutions aligned with market trends and personal goals.
Danielle Butigieg
Client Service Representative
Danielle Butigieg supports clients with personalized service, ensuring seamless communication and efficient execution of financial plans. Her role focuses on enhancing client satisfaction through proactive engagement.
Amanda Horan
Client Service Representative
Amanda Horan provides dedicated client support, coordinating administrative tasks and facilitating access to Lax & Co. & Co.'s financial services. She prioritizes responsiveness and attention to detail in client interactions.
Erin Jones Trumpetto
Client Relationship Manager
Erin Jones Trumpetto manages client relationships, ensuring alignment between Lax & Co. & Co.'s services and client objectives. Her role involves fostering trust and delivering tailored financial guidance.
Questions
What services does Lax & Co. & Co. & Co. offer?
Lax & Co. & Co. & Co. provides wealth management, investment planning, insurance services, estate planning, and tax strategies tailored to high-net-worth individuals and families.
How does Lax & Co. & Co. & Co. tailor financial plans to individual needs?
We conduct in-depth assessments of clients' goals, risk profiles, and financial situations to create personalized strategies, leveraging proprietary tools and a nationwide network of experts.
What is Lion Street's role in Lax & Co. & Co. & Co.'s services?
Lion Street, owned by Lax & Co. & Co. & Co., provides access to elite life insurance resources, enabling tailored coverage solutions and specialized support for high-net-worth clients.
Can Lax & Co. & Co. & Co. work with my existing legal or tax advisors?
Yes, we collaborate with clients' existing accountants and attorneys to ensure cohesive financial planning that addresses all aspects of their financial lives.
How does Lax & Co. & Co. & Co. support professional athletes?
We offer financial coaching and transgenerational wealth strategies tailored to athletes' unique needs, focusing on long-term financial security and performance optimization.
