Our Services

 

Comprehensive Advisor Relationship:

  • Holistic financial planning
  • Advanced estate planning
  • Investment consulting
  • Advanced portfolio and investment analytics
  • Tax-sensitive investing
  • Alternative investments
  • Special needs planning 
  • Trust services*
  • Single stock risk management
  • Executive compensation arrangements
  • Business exit planning
  • Financial windfall planning
  • Insurance planning 
  • Guided Wealth Portfolio (GWP) Automated Investment Program

    GWP is designed for investors who:

  • Want a cost-effective investing solution
  • Are interested in a digital investing experience
  • Desire ongoing rebalancing/tax-loss harvesting
  • Are aged 62 or younger and have at least 7 years before retirement
  • Want a lower touch advisor service model
  • Have a minimum of $5,000 to invest and want a financial advisor

     To learn more about GWP, click here.

    To get your free Guided Wealth Portfolios proposal, click here.

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    * * LPLFoundation and endowment guidanceFinancial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
    ** Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated
    entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

    All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.

    With your free dynamic proposal, you will have access to sample recommendations at no charge to you. If you decide to open a GWP investment management account, you will be charged a quarterly account fee, as well as certain additional costs such as underlying investment fees and expenses and other miscellaneous fees. commissions, or expenses by that firm, as well as underlying investment fees and expenses

    If you decide to implement sample recommendations in the proposal with another firm, you may be charged fees, commissions, or expenses by that firm, as well as underlying investment fees and expenses.

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