MG Partners Private Wealth launches with support from LPL Strategic Wealth Services - Seite 2

The team also will tap into LPL’s HNW resources and customized solutions to support more complex situations, such as advanced estate and philanthropy planning, income tax strategy, trustee services, a robust alternative investment platform, banking and lending solutions and complex life insurance planning.

“During our due diligence process, it became clear that LPL’s integrated technology and in-house resources are second to none,” Minami said. “The Strategic Wealth model spoke to us because we refused to compromise for our clients. It gives us a dynamic team by our side to support our strategy and goals, allowing us to spend more time with clients.”

The advisors look forward to growing their team with additional advisors and expanding their footprint within the community.

Scott Posner, LPL Executive Vice President, Business Development, stated, “We warmly welcome Noah and Tom into the LPL community and congratulate them on this next step in their journey to differentiate themselves in the marketplace. We support their entrepreneurial spirit by providing innovative capabilities and robust resources designed to help their business thrive, both operationally and strategically. We look forward to a long-lasting relationship with MG Partners Private Wealth and wish them great success.”

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