PRW Wealth Management, LLC has been delivering client-focused, comprehensive, and independent financial guidance for over 30 years. We focus on individuals and families that have gained wealth through entrepreneurship, successful professional careers, or life transitions (business sale, divorce, inheritance). Institutional clients include non-profit endowments and foundations whose assets are designed to last in perpetuity. Our clients seek careful stewardship over their assets and sound advice from a firm they can trust. Investment advisory services offered through PRW Wealth Management LLC. Securities offered through Lion Street Financial, LLC, member FINRA/SIPC (LSF). PRW and LSF are not affiliated. PRW does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Financial Industry Regulatory Authority: www.FINRA.org - Securities Investor Protection Corp.: www.SIPC.org