ASE Private Wealth™ Joins Lion Street

ASE Private Wealth™ is newest Owner-Firm at Lion Street

GREENVILLE, SC – Lion Street is pleased to announce ASE Private Wealth™ as its newest Owner-Firm. Lion Street is a national network of elite firms and financial professionals serving high-net-worth, high-income, and business-owner clients with sophisticated life insurance, wealth management and financial planning solutions.

“The addition of ASE Private Wealth™ as a Lion Street Owner-Firm strengthens the collective power of the Lion Street network,” said Bob Carter, Lion Street Founder and CEO. “The best gets better when they unite around a common mission of providing the best client solutions. ASE Private Wealth™ is a firm that exemplifies the excellence we strive for at Lion Street.”

Headquartered in Greenville, SC, ASE Private Wealth™ distinguishes itself through four key verticals: the Private Client Group, Pre-M&A Advisory, Family Office services, and Institutional Capital opportunities for accredited investors, all meticulously tailored to meet the unique needs of their clients.

“Our clients trust us to identify the best solutions for their wealth management, life insurance, estate planning, and business needs,” said Devery “Rusty” Cagle. “This requires a thorough and ongoing understanding of the strategies and product solutions available in the marketplace. Partnering with Lion Street provides us with resources and tools that support that endeavor. We look to them as our OCIO, office of the Chief Insurance Officer.”

Lion Street Owner-Firms are carefully selected from among the industry’s most successful leaders. Lion Street is honored to have ASE Private Wealth™ become part of the network and looks forward to growing a great company together.

“From the moment we were introduced to Rusty, it was an instant match for the type of firm that makes the Lion Street network even stronger,” said David Herrig, Sr. Vice President of Firm Development at Lion Street. “Rusty, Aaron, Joe and the team at ASE are building something special and the opportunity to plug them into Lion Street’s world-class resources will only further their well-earned reputation as trusted advisors to those they serve so well.”

About Lion Street

Lion Street is a leading financial services company based in Austin, Texas. Lion Street provides its elite network of independent Firms and financial planning experts access to the financial products, intellectual capital, and specialized resources they need to meet the sophisticated needs of high-net-worth and corporate clients. Together, Lion Street’s Owners are strongly committed to building a highly collaborative network of professionals. To learn more about Lion Street, please visit www.lionstreet.com or connect with us on LinkedIn.

 


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