Faces 2021 - Page 73

SPECIAL PROMOTION

FACES of
Rhode
Island
★ 2021 ★
THE FACE OF

FIFTY YEARS OF CONCIERGE PLANNING

Lax & Co .

A member of Forbes , Lax & Co . is an independent Rhode Island-based firm offering concierge financial planning to high-net-worth individuals , business owners and their families . For half a century , this firm has been an industry leader and trusted advisor .
“ Anyone can help your planning take off . We help you land the plane .” — Ryan Alan Lax , President
Lax & Co . is the only Rhode Island firm to be a proud owner of Lion Street , a privately held , adviser-owned life insurance distribution company based in Austin , Texas . This differentiates the firm , as it provides them exclusive access to the financial products , intellectual capital , and specialized resources required to meet the sophisticated needs of their high-net-worth and corporate clients . Lax & Co . uses an unparalleled , concierge underwriting process to provide the white glove experience our clients expect .
Ryan Alan Lax , President 3616 Post Road , Warwick , 401-738-7776 , laxandco . com
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