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High-Net-Worth Consulting

LPL Financial High-Net-Worth Consulting Services empowers financial advisors to compete for, win and retain business with high-net-worth clients and institutions. This is achieved by providing centralized access to specialized experts who can offer advice and implementation strategies across the spectrum of wealth management needs. Through case design support, point-of-sale assistance, and industry leading education and training, High-Net-Worth Consulting Services provides a foundation for advisors to begin building a client base rich in new opportunity.

This experienced team focuses on providing the resources to meet the unique needs of high-net-worth investors, including concentrated stock management, portfolio construction, risk management, investment strategies and wealth preservation. You can leverage High-Net-Worth Consulting Services to provide expertise in the following areas:

  • Analysis – High-Net-Worth Consulting Services will engage with you to explore your opportunities and strategize how best to support you and establish an action plan for the next steps.
  • Guidance – High-Net-Worth Consulting Services provides a centralized point of contact for access to guidance and assistance from various subject matter experts across the firm who can address the spectrum of wealth management issues. They will partner with you to develop customized proposals and presentations that evaluate investment options, articulate the investment consulting process, and illustrate the overall financial strategy.
  • Implementation – High-Net-Worth Consulting Services can assist in delivering client presentations with you at the point-of-sale in conjunction with internal and external partners. Further you can invite your clients to a personalized Private Client Briefing held at one of the LPL Financial Home Offices.
  • Review – Because maintaining long-term relationships with your high-net-worth clients is the ultimate goal, High-Net-Worth Consulting Services is also committed to assisting with client reviews on an ongoing basis.