Private Wealth Division

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.
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.

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.