Our Professional Partners
LPL Financial
Just as prospective clients carefully choose advisors that exemplify professionalism and integrity, as independent wealth managers we also choose our business partners carefully. Since1998, we are proud to be affiliated with LPL Financial, one of the largest independent financial advisor organizations in the nation. We selected LPL Financial because their business principles strongly mirror ours.
With a business foundation based on trust, honesty, dedication and independence, LPL has again been named the number one independent broker-dealer in the U.S. for the forteenth year in a row (based on total revenues, as reported in Financial Planning Magazine, June 1996-2009).
Private Trust Company (PTC)
Through our association with LPL, we have access to the services of The Private Trust Company (PTC) which can provide the continuity you may want for future generations. As a wholly owned subsidiary of LPL Financial, PTC is licensed in all 50 states under its 1995 national banking charter.
The Private Trust Company currently serves in a fiduciary capacity for over $20 billion in assets. It does not engage in any lending or deposit taking, it specializes solely in providing fiduciary services.
