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LPL Private Client Services

Kraeutler Financial utilizes the services of LPL’s Private Client to provide a personalized, full-service option to our high-net worth clients and institutions. This is achieved by providing access to specialized experts who can offer advice and implementation techniques across the spectrum of wealth management needs.

With access to the Private Client network, we can help provide unique services including concentrated stock management, portfolio construction, risk management, investment strategies, and wealth preservation.

Our Process:

  • Initial consultation and data gathering on relevant factual information regarding the client’s needs or goals.
  • Open collaboration/guidance – Internal and external subject matter experts uniting for the purpose of strategy design.
  • Strategy refinement – Iterative process where concepts are balanced against client objectives
  • Analytics and proposal creation – A specialized technology suite is used to create customized client deliverables.
  • Education and deliverable: both virtual and physical support is provided for qualifying opportunities
  • Implementation – Concierge care provided for client plan development and enhancing a smooth transition

LPL Private Client provides a foundation for maximizing family wealth, mission, values, charitable intentions, and investment strategies. 

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