Wealth Solutions

Wealth Management is a combination of many factors working together, the following are some of the areas:

  • Asset Management
  • Business Solutions
  • Wealth Transfer
  • Retirement Planning
  • Family Archiving
  • Risk Management
  • Concentrated Stock Strategies
  • Wealth Planning
  • Estate Planning
  • Special Needs
  • Family Meetings
  • Legacy Planning
  • Trust Services
  • College Planning
  • Philanthropic Strategies
  • Life Insurance Strategies 
  • Long Term Care
  • Divorce Planning

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