Distinctive Guidance for Significant Wealth
Putting Your Wealth to Work for You
With significant wealth comes great opportunity, as well as an increasing complexity of choice - especially with respect to whom you entrust to share your financial and personal aspirations. While maintaining and growing your assets is critical, equally important is developing a strategy for leaving behind a legacy, and having the freedom to pursue what's most important to you.
At LPL, our purpose is to deliver exceptional financial guidance and personalized service as we work toward building and preserving your wealth. We can help you create a strategy for passing on a lasting heritage to loved ones or meaningful charities and empower you to pursue your life's aspirations
Whether you choose brokerage or advisory options; I provide extensive due diligence, ongoing monitoring of your portfolio, and periodic rebalancing of asset allocation based upon performance of each holding.
Our services and strategies include:
- Advisory Option – Strategic Asset Management (SAM II)
- Comprehensive financial planning
- Advanced estate planning
- Investment consulting
- Advanced portfolio and investment analytics
- Tax-sensitive investing
- Executive compensation arrangements
- Single-stock risk management
- Business exit planning
- Insurance planning
- Alternative investments
- Estate planning
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.