Wealth Management

Strategic Asset Management

Strategic Asset Management (SAM)

Strategic Asset Management through LPL Financial is a comprehensive, advisor-driven, fee-based investment platform created to help northeast Retirement Plan Advisors in their delivery of highly customized advice and exceptional service to our clients. The platform provides a foundation to help us develop successful relationships with our clients by thoroughly understanding our clients' long-term financial goals and offering flexible strategies to pursue them. With this platform, multiple investments can be wrapped in one account with one consolidated statement for the client.