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Private Wealth Division

WSF's Private Wealth Division is for families that have more than 5 million dollars in investable assets.  

WSF's Private Wealth Division is for families that have more than 5 million dollars in investable assets.  

Our business is built on a foundation of thoughtful client relationships. We give a concierge level of support.  The Division also brings together a wide variety of resources and intellectual capital across Wealth Standard Financial, LPL Financial, and partner firms.

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The New Standard

WSF's Private Wealth Division is for families that have more than 5 million dollars in investable assets.  It gives a concierge level of support.  The Division also brings together a wide variety of resources and intellectual capital across Wealth Standard Financial, LPL Financial, and partner firms. 

Comprehensive financial planning

Advanced estate planning

Investment consulting

Advanced portfolio and investment analytics

Tax-sensitive investing

Alternative investments*

Trust Services

Specialization:

Specialization:


  • Foundation and Endowments
  • Single stock risk management
  • Executive compensation
  • Business exit planning
  • Financial windfall planning
  • Insurance Planning

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.