Our Firm & Affiliates

Our Firm

We provide individuals, families and business owners with peace of mind by simplifying the planning process and maximizing results. Our team actively partners with advisors and their clients to deliver creative estate structures and custom designed life insurance structures.

Our firm is built on service and our core principles of integrity, honesty and authenticity. We actively listen to understand our clients’ goals and objectives, ask the important questions, and provide thorough answers to their questions to empower them to make clear decisions regarding their wealth for generations to come.

We believe through proper planning, we make our clients more generous for their families, communities and businesses than they may have ever dreamed.

We invite you to learn more about our firm affiliates and the resources and partnerships we align with to collaborate and provide successful outcomes for our clients.

Securities offered through Lion Street Financial, LLC (LSF), Member FINRA & SIPC. LSF is not affiliated with Pinpoint Wealth Partners.

Our Affiliates

Lion Street

Pinpoint Wealth Partners is proud to be a Firm of Lion Street, Inc., a leading national financial services company owned by fiercely independent financial advisors. Based in Austin, Texas, Lion Street comprises an elite network of Firms who specialize in financial solutions for high-net-worth individuals, family offices, business owners and corporate clients. 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.

We chose to make a strategic affiliation with Lion Street so that we could advocate on behalf of our clients and enhance the value we provide. In addition to the influential relationships we hold with leading insurance carriers and other financial institutions through our affiliations with Lion Street, we also have access to a powerful peer network for sharing best practices and proprietary technology solutions on the cutting edge of the industry. As a result, we are able to offer our clients the most competitive solutions and products available.


Since 1957, AALU has been the leading organization of financial professionals who provide life insurance and retirement planning solutions for individuals, families, and businesses. In 2019, AALU joined forces with GAMA, a leadership and professional development organization geared towards serving financial and insurance advisors.  Together, the organization works as a non-partisan, member driven source to serve as a unified, collective voice of all financial security professionals in the United States. AALU has a rich history of success with a single focus on the issues impacting life and annuity products, and the clients its members serve.

Additional Affiliates