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.
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.