Private Wealth Management

Our Private Wealth offering is designed for those with the high level of financial complexity that often comes about as wealth grows. A Private Wealth plan hits on multiple goals and includes several intertwined strategies, such as those that address equity compensation, business growth or exit planning, and intricate tax needs. 

Your Private Wealth LPL advisor will act as the chief wealth management officer for your family and coordinate all of the professionals you’re already working with today. Your advisor will address the plans you have in place work in concert with any new, recommended strategies – and that they’re executed as needed by tax or legal experts. 

If you have multiple wealth goals and planning needs far beyond portfolio management or retirement planning, you could be a good fit for LPL’s Private Wealth Management offering.

Some other key indicators that it’s time to engage an experienced private wealth manager include events like: growing or selling a business, navigating an upcoming inheritance, tax and legacy planning, charitable giving needs, or concentrated stock challenges.

If your wealth has resulted in complexity, an LPL Private Wealth advisor can help you consolidate and simplify your strategies. 

We deliver institutional-level insight with independent perspective. Unlike many private banks, we’re not limited by proprietary products or incentive structures. Our sole priority is your best interest. You receive the sophistication of a family focused office with the flexibility of an independent fiduciary relationship.

We help you articulate your family’s mission and values, then build a governance framework that endures across generations. Our approach integrates trust structures, philanthropic planning, and education for next-gen members so your wealth can have a lasting impact.