Wealth Management

Wealth Planning:

  • Comprehensive planning-based asset management
  • Income planning
  • Education planning
  • Retirement planning
  • Stock option analysis and planning

Asset Allocation:

  • Customized asset allocation
  • Cohesive household allocation modeling
  • Strategic, tactical, and blended strategies

Tax Planning:

  • Tax-efficient strategies
  • Tax advisor integration in the planning process

Estate Planning:

  • Estate plan organization
  • Coordination with estate attorney to optimize planning goals
  • Title and beneficiary review and consultation
  • Corporate trust services through *private trust company

Insurance Consulting:

  • Policy review and assessment
  • Survivor protection
  • Income preservation
  • Estate preservation

Senior Care Planning:

  • Long-term care risk assessment
  • Long-term care insurance consulting
  • Coordination with POA for payment of Care
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.