The Process

• Identify your risk tolerance, time horizon, and cash needs during different cycles of your life
• Utilizing different asset classes, we construct your portfolio giving attention to diversification, asset correlation, and taxes for non retirement accounts
• Recurrent review

With our Strategic Wealth Management advisory platform, we act as a fiduciary and maintain the portfolio(s) in your best interest. We are compensated for our advice, not commission.  * We offer Family Office and wealth strategies for the specialized needs of: 

• High net worth and ultra high net worth families
• Privately held and family businesses
• Foundations
• ESG Portfolios (Environmental,Social, and Governance)  upon request

Family office services assist families by assuming much of the day-to-day management of a family's affairs including discussing your tax planning, estate planning, philanthropic planning, bill paying, family member financial education, and family governance.

*© 2016 The Private Trust Company, N.A. is an affiliate of LPL Financial