Our Services
Comprehensive Wealth Management
In order to help you gain confidence in your complete financial picture, we offer a wide range of comprehensive wealth management services and strategies that are tailored to your unique needs and long-term goals.
Investments Include Access To:
- Business Development Companies, REITs, and Limited Partnerships
- Mutual Funds, UITs, ETFs, Stocks, and Bonds
- Hedge Funds, Private Equity, and Exchange Funds
- Variable, Fixed, and Indexed Annuities
- Cash Management Strategies
- Precious Metals
Managed Accounts
- Managed Portfolios
- Separately Managed Accounts
Cash Management Access To:
- Online Bill Payment
- Checks and VISA Platinum Debit Cards
- Premier Checking Accounts and Margin Accounts
- FDIC Insured, Interest-Bearing Cash Accounts*
Retirement and Wealth Planning
- 401(k) and Other Workplace Rollover Services
- IRAs (Traditional and Roth) and Conversions
- IRA Consolidations and Transfers
- Retirement Income Strategies
- 529 Plans, Education IRAs, UGMAs, and Coverdell ESAs
- Financial Strategies and Risk Assessment
- Trust Services, Private Foundations, and Endowments
Business Services
- 401(k) and Other Qualified Plan Setup and Maintenance
- Defined Contribution/Benefit Plans and Executive Compensation
- Simple and SEP IRAs
- Buy/Sell Strategies and Key-Person Planning
- Business Succession Plan
Risk Management
- Life, Long Term Care, and Disability Insurance
- Comprehensive Risk Assessment
- Key Person Insurance
- Buy Sell Agreements
Estate Planning
Coordination with attorneys to provide:
- Trust and Will Planning
- Wealth Transfers and Charitable Gifting Strategies
- Family Limited Partnerships
- Charitable Remainder and Irrevocable Life Insurance Trusts
- Donor Advised and Pooled Income Funds
- Trust and Will Planning Services
- Powers of Attorney, Healthcare Directives, and Pour Over Wills Analysis
The Private Trust Company
- Professional Trustee Services
- Tax Reporting, Filing, and Comprehensive Regulatory Compliance
- Knowledgeable Management, Protection and Defense of Trust Assets**
* LPL Financial LLC is a registered broker-dealer, Member FINRA/SIPC, and is not FDIC insured; Member FINRA/SIPC however, banks available for receipt of cash sweeps within ICA do maintain FDIC membership.
**LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.