What makes us different.
As an independent financial firm supported by LPL Financial, we can be objective, since we do not offer proprietary investment products. There is no pressure to sell products that are pushed by brokerage firms, we are not product focused. We can use the best tools and products available tailored to each client's individual needs. Our allegiance is to our clients and not to a brokerage firm.
We have a broad array of financial products and services we use to managed your individual needs:
- Wealth Planning Services
- Retirement Planning
- Estate and Wealth Preservation
- Trust Services*
- College Planning
- Investment Platforms
- Fee Based Asset Management Programs
- Socially Responsible Investing**
- Brokerage Accounts
- Individual Stocks and Bonds
- Mutual Funds
- Municipal, Corporate and Government Bonds
- Annuities and other tax-efficient investments
- Certificate of Deposits
- Insurance Services
- Long Term Care
- Business Retirement Plans
- 401(k) Services
From these and other investment options, we can construct individual investment portfolios by using our objective research on the economy and a range of other investment-related topics. Because we offer no proprietary investment products and have no investment banking operations, our research is objective. As a result we are able to make informed recommendations based on objective research and your individual needs.
*LPL Financial representatives offer access to trust services through The Private Trust Company, N.A., an affiliate of LPL Financial.
**Socially responsible investing - The return may be lower than if the adviser made decisions based solely on investment considerations.