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.
