As a full-service investment firm, we pride ourselves in offering a comprehensive wealth management plan, strategically executed and meticulously managed. All financial plans that we create share two common goals, protecting and growing your existing assets while helping you prepare for a healthy and secure financial future.
We can create a comprehensive wealth accumulation and preservation plan that best meets your life vision, needs and goals. After meticulously gathering all your financial data, our team provides you with a personalized financial and retirement plan. We continually analyze, monitor and rebalance your investments and manage your wealth proactively.
We help you establish an estate plan as an important component of your comprehensive wealth plan. Proper estate planning is an effective approach to lowering your estate taxes and leaving a financial legacy for your family’s future. Our team coordinates with your attorney to implement your estate plan from start to finish, including assistance retitling your assets to avoid probate or reduce estate taxes. We are committed to conducting ongoing estate planning reviews with you.
Our team will collaborate with your existing tax advisor to proactively develop and implement tax-optimal strategies.
Insurance/Risk Management Planning
We evaluate your non-financial risks, such as life, umbrella, long-term care and medical insurance coverages to help ensure the unexpected is not detrimental to your financial health or the financial health of your survivors.
We provide access to comprehensive trust services customized to meet your individual needs through a corporate trust company known as The Private Trust Company, N.A. an affiliate of LPL Financial Corp. From Revocable Trusts, Charitable Remainder Trusts to Irrevocable Life Insurance Trusts, The Private Trust Company provides the following services:
- Trust Administration
- Tax Planning and Reporting
- Trust Compliance Advice
- Fiduciary Accountability
- Gifting and Charitable Planning
Gifting and Charitable Planning
We help you develop and execute your potential for economic citizenship while protecting the financial security of your heirs. We can help families unite as they tax effectively redirect their social capital by gifting and charitable planning.
Small Business Planning
We consult with you to analyze and implement employee retirement plans, executive compensation and business continuity, buy-sell and succession planning strategies. We meet with you and your team members of your business to explore how we can best help you meet the needs of your small business.