ABOUT
Client Centric Wealth Management is based in San Antonio, Texas, serving clients nationwide. We manage over $420 million in advisory assets held and serviced at LPL Financial, and we have over 60 years of combined industry experience specializing in advanced tax, philanthropic, asset management, and planning strategies.
Firm
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 22,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2023); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States."
Broker-Dealer
Utilizing our meticulous process-driven strategy, we aim to deliver an unparalleled experience to our esteemed clients, offering a clear vision of potential futures and steadfast confidence in their current status and projected financial growth. We employ cutting-edge strategies to meticulously craft a comprehensive financial plan that addresses retirement, tax obligations, wealth accumulation, and philanthropic endeavors. Our extensive resources comprise decades of industry experience, advanced planning software, and a dedicated team of financial and tax planners, all committed to the sophisticated needs of high-net-worth individuals.
Planning
Services
Comprehensive Financial Planning | Retirement Income Planning | Philanthropy Guidance | Business Exit Planning | Advanced Estate Planning | Financial Windfall Planning | Tax-Free Income | RMD Management | Trust Services* | Capital Gains Reduction | Inheritance Guidance | Insurance Planning | Pension Planning
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Asset Management
We tailor our investment strategies to align precisely with your unique objectives, preferences, and risk temperament. Our approach is holistic, utilizing an array of strategies, data, products, and securities to ensure comprehensive financial management. We maintain an independent stance, not favoring any particular fund companies, portfolio managers, or products; instead, our focus is dedicated to sourcing the optimal opportunities for our clients. Whether your interest lies in individual stocks, fund-based strategies, or beyond, we provide access to some of Wall Street's premier equity and bond portfolio managers and their sophisticated strategies. For those with a risk-averse disposition seeking to minimize market exposure, we offer a selection from over a dozen top-tier annuity companies, allowing us to pinpoint the ideal product to fulfill your income needs and growth aspirations.
Services
Advanced Portfolio & Investment Analytics | Tax-Sensitive Investing | Comprehensive Risk Analysis | Sing-Stock Risk Management | Alternative Investments | Investment Strategies | Tax-Free Investing | Annuity Reviews |Passive Investment Income | Capital Gains Management | Tax-loss Harvesting