While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. WTWA focuses on 10 Key Areas of Wealth Management :

Investment Planning

  • Integrated Asset Allocation and Portfolio Design
  • Customized Asset Management Programs
  • Diversification Strategies
  • Alternative Investments

Tax Planning

  • Income Tax and Estate Planning
  • Tax-Advantaged Investing
  • Charitable Planning
  • Trust Services*

Income Protection

  • Includes Asset Preservation
  • Long-Term Care
  • Disability Protection
  • Income Replacement
  • Creditor Protection

Retirement Planning

  • IRA Rollover and Distribution Planning
  • Income Projection Analysis
  • Fixed Income Strategies
  • Qualified Plan Design and Compliance

Business Planning

  • Business Succession
  • Buy-Sell Agreements
  • Non-Qualified Retirement Plans
  • Key Employee Retention

Estate Planning

  • Wealth Transfer and Tax Reduction
  • Charitable Gifting
  • Trust Services*


  • Life Insurance Analysis and Design
  • Long-Term Care
  • Disability Protection

Education Planning

  • Coverdell Education Savings Accounts
  • 529 College Savings Plans
  • Uniform Gift to Minors Act/Uniform
  • Transfer to Minors Act Accounts
  • Trust Services

Special Situations

  • Divorce
  • Incapacity and Control of Assets

Debt Management

  • Creditor Protection
  • Efficient Credit Management



*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.