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The Wingard Group

The Wingard Group


The Wingard Group's financial review

Employees

1


The Wingard Group information

The Wingard Group was founded to deliver a higher-level, more strategic financial plan for the high net worth. Our independent status on the Lion Street Financial platform allows us to identify and place best-of-breed solutions and customize extensively, unlocking better access for our clients to products and portfolios which match their need.To simplify and overcome fragmentation in your planning...
The Wingard Group was founded to deliver a higher-level, more strategic financial plan for the high net worth. Our independent status on the Lion Street Financial platform allows us to identify and place best-of-breed solutions and customize extensively, unlocking better access for our clients to products and portfolios which match their need.To simplify and overcome fragmentation in your planning, we deliver a personal CFO model. We build teams to execute your plan, and our relationships with the best tax advisors, insurance companies, banks and investment providers ensure that our clients' plan stays focused and well-coordinated.

The Wingard Group industries

Wealth planning
Executive benefits
Risk management
Insurance planning

The Wingard Group's financial review

Employees

1

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