QUICK CONTACT
(305) 931-3200





Would you like to receive our newsletter?

 
 

High Net Worth Program

High Net Worth families have complex and unique planning needs. Our focus in managing your wealth is on the following primary goals:

  • Preservation of family wealth and lifetime security.
  • Seamless, coordinated servicing to help simplify your lives and ease planning concerns.

Highlights of our Approach:

“Family Office” boutique style servicing:
  • To help organize and simplify clients' lives; full coordination and integration of clients' financial management through our in-house inter-disciplinary team of Certified Financial Planners, Portfolio Analysts, risk management and 401(k)/Corporate benefit plan specialists.
  • Working with clients' other advisors to ensure all aspects of planning are coordinated and optimized.
  • Use of Frye Financial conference room and facilities to conduct family and/or other personal meetings. Assistance in formulating the agendas, identifying family priorities, and facilitating such meetings, if desired.
  • Access to and input from LPL Financial's* senior strategists and head traders and an invitation to meet with them personally at company headquarters in Boston.
  • Initial set up, ongoing monitoring and maintenance of client's personalized on-line wealth management system with all of the enhanced features.
  • Platinum servicing and pampering provided by our entire team:
    • Regular communication and updates.
    • Access to high net worth customer service manager, our specialists and branch manager with any concerns at any time.
    • Invitations to private events, opportunities to meet with well-known institutional managers and industry experts.

*With $237 billion under management, LPL Financial is the nation's leading independent investment broker/dealer.


 

Securities and advisory services offered through LPL Financial-- Member FINRA/SIPC

Proud member of the Aventura Marketing Council
     
 
logo
facebook

20900 West Dixie Highway
Aventura, FL 33180
Phone: 305-931-3200
Fax: 305-931-9383

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with
residents of the following states: AZ, CA, CT, FL, GA, MD, MI, NJ, NY