Private Wealth Division

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

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

*  Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

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

Private Client Brochure 



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