Private Wealth Management

The number and diversity of investment choices available today are simply staggering. Keeping up with increasingly complex financial markets demands a high level of expertise and extensive resources.  Now, you can choose from dozens of asset classes with broad diversification that may help protect your portfolio against today’s extreme market volatility.

Our dynamic total wealth management approach is customized to meet your unique financial needs and objectives.  We follow a comprehensive four step process designed to determine the optimal approach to managing your assets.

Recently, Brian and Dan were again named to the Financial Times list of 401 most elite DC plan advisors in the U.S.  It is awarded to financial advisors advising at least $50 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record.

 

 

The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced by the Financial Times (September 2016). The FT 401 is based on data gathered from financial advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in seven primary areas, including DC plan assets under management, growth in DC plan business, specialization in DC plan business, and other factors. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the advisors nor their parent firms pay a fee to Financial Times in exchange for inclusion in the FT 401.

 


Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
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