Wealth Management is an all-encompassing term that describes a holistic approach to partnering with clients in every aspect of their financial lives. Our wide range of non-proprietary products and services strive to help us achieve your goals together.
Comprehensive Financial Planning: Whether working to help you achieve a single, select goal or a building a full retirement plan, running estate planning models or settling an estate for a loved one, we offer comprehensive plans that aim to meet your specific needs. Transparency and confidence in our process begins with our very first meeting.
Investment Consulting and Asset Management: Tailored portfolios positioned to help achieve asset growth goals and risk management objectives.
Insurance Planning: An independent approach to risk management. Expertise that helps guide you to protect what matters most.
Trust Services: Independent trust services offered through The Private Trust Company with the coordination and guidance of your advisor.
Estate Planning: Working directly with you and our networks of independent professionals to create and establish effective estate plans and then ensuring along-side you that they are funded properly.
Alternative Investments: Providing guided expertise on the appropriate allocation to non-correlated and non-traded investments.
The Private Trust Company N.A., is an affiliate of LPL Financial.
OnPath and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
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.