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First step is to set up a complimentary phone call.

I'll go through some questions to make sure we are a good fit. 

And you'll get to ask yours. 


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 “Wealth is not his that has it, but his that enjoys it.” Benjamin Franklin

Securities offered through Lion Street Financial, LLC. (LSF), member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC. LSF is not affiliated with PEAK360 Wealth Management, LLC.


Trades cannot be communicated to your registered representative by email, fax or regular mail since the transaction cannot be executed on a timely basis. You should contact your registered representative by telephone to request trades be made in your account. This e-mail is from a Registered Representative with Lion Street Financial, LLC. (LSF), member FINRA or their assistant; 515 Congress Ave., Suite 2500, Austin, TX 78701, 512-776-8400.


Do NOT use e-mail to send us confidential information, to execute a securities transaction, or send time-sensitive instructions. Your e-mail message is not private in that regulations require it to be subject to review by Lion Street Financial, LLC. (LSF). If you are not the intended recipient and have received this e-mail in error, please contact the sender immediately and delete this material from your computer.