Our Team

Trident Wealth Strategies is a founding partner of Lion Street, LLC., an elite national network of independent firms and financial professionals providing sophisticated life insurance and wealth planning solutions to high-net-worth individuals, companies, business owners, executives, and high-income earners. Lion Street Firms gain favored access to insurance carriers and financial institutions, and the products and services they offer, enhancing our ability to meet the complex planning requirements of our clients.

Through our Lion Street partnership, our clients benefit from the collective negotiating power, intellectual capital, and market access of a national organization — delivering institutional-level solutions and pricing that an individual advisor simply cannot replicate.  Our clients effectively gain a private advisory team backed by national scale — allowing us to secure superior product design, underwriting advocacy, and pricing advantages typically reserved for the largest institutional buyers.