LPL Private Client supports you with affluent and institutional client opportunities involving $5 million dollars or more of investable assets.

This experienced team focuses on providing the resources to meet the unique needs of high-net-worth investors, including concentrated stock management, portfolio construction, risk management, investment strategies and wealth preservation. You can leverage LPL Private Client to provide expertise in the following areas:

• Analysis - LPL Private Client will engage with you to explore your opportunities and strategize how best to support you and establish an action plan for steps
  
  
• Guidance - LPL Private Client provides a centralized point of contact for access to guidance and assistance from various subject matter experts across the firm who can address the spectrum of wealth management issues. They will partner with you to develop customized proposals and presentations that evaluate investment options, articulate the investment consulting process, and illustrate the overall financial strategy.
  
  
• Implementation - LPL Private Client can assist in delivering client presentations with you at the point-of sale in conjunction with internal and external partners. Further you can invite your clients to a personalized Private Client briefing held at one of the LPL Financial Home Offices.
  
  
• Review - because maintaining long-term relationships with our high-net-worth clients is the ultimate goal. LPL Private Client is also committed to assisting with client reviews on an ongoing basis.