Skip to main content

High Net Worth Services

High Net Worth Services

Empowering Your Wealth – Tailored Strategies for High-Net-Worth Clients

Affluent clients have unique needs that require sophisticated strategies and trusted guidance. We specialize in providing exclusive, concierge-level services to help you grow, leverage, protect, and transfer wealth with confidence.

Our High-Net-Worth Services team is dedicated to supporting you, our valued clients. We provide convenient, single-source access to a network of experienced specialists who offer time-tested capabilities in:

Advanced Planning: Comprehensive, customized plans that include detailed plan design, summaries, and actionable reports.

Estate and Philanthropic Planning: Proven strategies to help clients effectively transfer wealth and achieve their philanthropic goals.

Tax Planning: Seamless integration of CPAs and legal specialists to develop tax-efficient plans that align with clients’ financial objectives.

Partnering with our High-Net-Worth Services team empowers us to confidently tailor our engagements, delivering personalized strategies, data-driven insights, and comprehensive wealth management solution.

Comprehensive High-Net-Worth Capabilities and a Clear, Uncompromising Client Focus

Our office has the freedom to focus solely on your objectives and financial goals. LPL does not have proprietary products or product sales goals, which means we are free to recommend strategies we believe will best serve you.

You have access to LPL subject-matter experts and experienced professionals who will partner with your advisor to ensure that together, we develop strategies to even your most complex needs.

Our robust suite of capabilities can be found here.

<script> function changeSpecificHrefs(oldHref, newHref) { const allLinks = document.querySelectorAll('a'); // Iterate over the collection of links allLinks.forEach(link => { // Check if the link's current href matches the one you want to change if (link.href === oldHref) { // If it matches, set the new href link.href = newHref; // Or use setAttribute: link.setAttribute('href', newHref); } }); } document.addEventListener('DOMContentLoaded', function () { changeSpecificHrefs('contact_us', 'Contact-Us.12.htm'); changeSpecificHrefs('/preview/contact_us', '/preview/Contact-Us.12.htm'); changeSpecificHrefs('https://admin.emeraldconnect.com/preview/contact_us/', 'https://admin.emeraldconnect.com/preview/Contact-Us.12.htm'); changeSpecificHrefs('https://admin.emeraldconnect.com/preview/contact_us', 'https://admin.emeraldconnect.com/preview/Contact-Us.12.htm'); changeSpecificHrefs('https://admin2.emeraldconnect.com/preview/contact_us/', 'https://admin2.emeraldconnect.com/preview/Contact-Us.12.htm'); changeSpecificHrefs('https://admin2.emeraldconnect.com/preview/contact_us', 'https://admin2.emeraldconnect.com/preview/Contact-Us.12.htm'); changeSpecificHrefs('https://www.letsplanyourretirement.com/contact_us/', 'https://www.letsplanyourretirement.com/Contact-Us.12.htm'); changeSpecificHrefs('https://www.letsplanyourretirement.com/contact_us', 'https://www.letsplanyourretirement.com/Contact-Us.12.htm'); }); // Contact Validator $.validator.setDefaults({ submitHandler: function (e) { var _f = $('#form'); if (_f.find('.antispam input').val() != 'not spam') { // honeypot was populated. don't submit return false; } else { var url = 'form_proc.cfm'; var formData = $('#form').serializeArray(); $.post(url, formData).done(function (data) { console.log('Form submitted'); }); console.log(formData); // Clear fileds once form is submitted $('#form').closest('form').find('input[type=text], textarea').val(''); $('#form').fadeOut(); $('.contact-form').empty().hide().html( '

Thank you!

Your submission is complete

' ).fadeIn('slow'); } } }); // Equal to static Value $.validator.addMethod("equalStatic", function (value, element, param) { return this.optional(element) || value === param; }, "You must answer the question correctly"); $('#form').validate({ rules: { Name: 'required', Email: { required: true, email: true }, Message: 'required', Question: { required: true, equalStatic: '24' } }, messages: { Name: 'Name is Required', Email: 'Email Address is Incorrect', } }); if ('body:is(.customsection12)') { $('body.customsection12 .map-address').load('contact_us #hcard'); } <script> $(document).ready(function () { $(".agent_list_item").each(function () { $(this).prepend('

') $(this).find(".name-title").append('

') var url = $(this).attr('data-agent-url') // console.log(url) // $(this).find(".newcontainer").load(url + ' #cardInfo .vcard_img ') $(this).find(".blurb").load(url + ' #agentBio p:first ') }); $('.agent_list_item').removeAttr("style"); }); <script> $(document).ready(function () { $(".agents_list #CustomTitle").html("Our Team"); console.log('loading profiles'); var bioUrl = ''; $('.agent_list>li').each(function () { bioUrl = $(this).attr('data-agent-url'); console.log(bioUrl); $(this).find('.profile-button>button').replaceWith(function () { return "" + this.innerHTML + ""; }); }); });

Check the background of this investment professional