Wealth Management

Asset allocation strategies, Analysis of needs and goals, Manager selection and Retirement income.

Financial Planning

Needs Analysis, Outside account aggregation, Financial Calculators and Expense Reports.

High Net Worth Services

Legacy and philanthropic planning, design and assistance with: Donor advised funds, Endowment funds and more.

Account Protections

LPL Financial’s SIPC membership provides account protection up to $500,000 per customer, of which $250,000 may be in cash. LPL provides additional insurance coverage subject to conditions and limitations.

Independent Research

Market Commentaries, Asset Allocation and Model Portfolios, Recommended Funds and Recommended Separately Managed Accounts.

Trust Services

Trust Planning, Independent Corporate Trustee*, Managing and preserving the trust’s assets, Assuring your wishes are followed and all of your beneficiaries are treated fairly.

_{*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.}