Offering individualized financial & investment planning services
Our advisors will guide you through a step-by-step financial planning process to help you feel confident in your financial decisions. Because no two people are exactly the same, it is important that we customize our investment products and services to help meet your individualized needs.
We’ll then use the WealthVision platform to integrate your financial planinto a robust personal financial website. You’ll have access to budget tools, reports, educational materials,and storage for personal documents in one convenient and secure location.
Regardless of your stage in life, your income, or your goals, a comprehensive financial plan developed by us can help determine which of the following services, management styles and products might be applicable to your financial situation:
Active Investment Management
Scheduled annual reviews, advisors held to fiduciary standard, advisor granted discretionary trading responsibilities, inclusive annual managed assets percentage-based fee
Passive Investment Management
Advisors held to best interest or suitability standard, client responsible for initiation of all trades, transactional commissions and fees
Log into our secure, 24-hour online access to your investment account information. A one stop login to view your accounts and access to eMoney/WealthVision. Mobile access is also available through the Account View 2.0 app.
Accessed from Account View, the ability to link data from outside financial institutions to have a comprehensive view of your estate.
Reserve a convenient time for you to meet with your Advisor. Zoom, FaceTime and phone call options are available.
To protect your privacy and sensitive information. Direct, secure access in communicating with your Advisor
Upload your confidential documents directly to your Advisor through a secure portal.
Information on financial topics & current events that may affect your financial planning, with relevant information related to your accounts.
Minimum of once per year for clients having fiduciary actively-managed accounts.
In-person and virtual events scheduled throughout the year.
Market commentary refreshed weekly and posted on our social media pages and website.
Answers to frequently asked questions regarding account access, account deposit/withdrawal, account maintenance, eMoney/WealthVision, and other relevant client information.
Overview and videos on Estate, Insurance, Investment, Retirement, and Taxes
Access to monthly newletters and quarterly market updates.
Useful tools to include various Calculators, an extensive financial Glossary, and Tax Tools.
LPL will reimburse you for 100% of realized losses in your impacted LPL accounts, which were incurred directly as a result of unauthorize access to an LPL system. *Please click here for terms and customer obligations.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.