LPL Private Wealth Management

Your wealth can create great opportunity. It can also bring complexity and the need for a sophisticated partner that can customize strategies for your exact needs and evolve with you over time. LPL Financial Private Wealth Management was designed with you in mind.

LPL Private Wealth Management

Your wealth can create great opportunity. It can also bring complexity and the need for a sophisticated partner that can customize strategies for your exact needs and evolve with you over time. LPL Financial Private Wealth Management was designed with you in mind.

Our Services

We have scale and resources with the individualized feel of a boutique firm.


Bank & Lending

  • Cash sweep with FDIC coverage
  • Cash management and checking options with bill pay
  • Securities-based lending options
  • Specialty financing

Trust Services

  • Trustee services
  • Revocable and irrevocable trusts
  • Asset protection and life insurance trusts
  • Estate settlement and guardian/conservator

Risk Management

  • Asset protection planning strategies
  • Concentrated asset risk management
  • Insurance planning
  • Cyber and physical security specialist referrals

Investments

  • Customized investment strategies
  • Tax sensitive investing
  • Alternative investments and hedging strategies
  • Environmental, Social, and Governance (ESG) Investing

Philanthropic Planning

  • Strategic philanthropic planning
  • Income tax coordination
  • Charitable trust and foundation administration
  • Donor-advised funds

Estate Planning

  • Estate planning strategies
  • Controlled asset transfer techniques
  • Estate and inheritance tax planning
  • Wealth preservation strategies

Income Tax

  • Comprehensive analysis
  • Customized and proactive tax strategy consulting
  • Coordination with tax professional
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Business Owner Services

  • Succession and contingency planning
  • Strategic tax planning
  • Buy/Sell Advisory
  • Valuation Services

Family Engagement

  • Planning and facilitation of family meetings
  • Next generation learning and engagement tools
  • Family history and values planning
  • Family values/mission statement design

Curated Referral Resources

  • 100 external specialty providers for more niche needs like household staffing, concierge medicine, full-service bill pay and bookkeeping, private jet travel, school admissions and more.
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“At LPL, we believe that market leadership means being the best at helping clients solve their challenges and capitalize on their opportunities. That singular focus has helped us become a Fortune 500 company and one of the country’s largest wealth management firms, while also delivering personalized experiences that clients can’t get anywhere else.”

Dan Arnold


President and CEO

 

Safety & Security

 

Articles & Insights

 

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Midyear Outlook 2024: Still Waiting for the Turn | Investors

| LPL Research

LPL Research Midyear Outlook 2024: Still Waiting for the Turn features LPL Research’s economic and market forecasts for the second half of 2024 for investors to get an inside perspective and action steps to consider from LPL Research on the economy and markets through the end of the year.

Making Sense of Charitable Remainder Trusts (CRTs)

From the basic structure of Charitable Remainder Trusts, there are many charitable trusts that begin with the CRT concept, LPL Financial helps make sense of it all.

Directed Trusts: Trust Benefits with Greater Control

Increasing demand for this added flexibility has compelled a growing number of states to adopt direct trust statutes. Gain better control and flexibility of your trusts with Directed Trusts. Learn how.

Life Insurance Premium Finance: The Whats and the Why

Learn what you need to know about life insurance premium finance – from ‘what it is’ to ‘why people do it’ and ‘what to know’. Let LPL Financial explain.

Private Wealth Market Insights Quarterly | Fourth Quarter 2023

This information is not intended as authoritative guidance or tax or legal advice. You should consult with your attorney or tax advisor for guidance on your specific situation.

Use It or Lose It: Sunset of the Federal Estate Tax Exemption

This exemption is scheduled to expire on December 31, 2025, unless Congress acts to extend it or make it permanent. If no action is taken, the exemption amount will revert to its pre-TCJA level of $5.6 million per individual, adjusted for inflation from 2017. Learn more.

Outlook 2024: A Turning Point for Investors

| LPL Research

In 2024, LPL Research believes the markets will make a definitive turn to a more recognizable place, characterized by a return to a market and economy that’s more familiar, steady and reliable.

Putting Faith in Trusts & Dispelling Their Myths

Trusts are an important part of an overall estate plan, but as helpful as they can be, there are a fair number of misconceptions about them. We dispel those myths.

5 Keys for Productive Family Wealth Meetings

Holding family meetings can dramatically increase the odds that your wealth contributes to the thriving of future generations and the continuation of your family values.

Benefits & Strategies of Giving

Developing a philanthropy plan can help you focus on causes you care about most, maximize the money you give, and potentially help you maximize tax advantages.

Disclosures

The views and opinions expressed by LPL Financial Advisor(s) may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor can be held responsible for any direct or incidental loss incurred by applying any of the information offered


Member FINRA/SIPC.

Tracking: #494711


1. Brokerage and advisory client assets serviced or custodied. As of 9/2023

2. 2022 Fortune 500