Based in
“In a world that’s shifted to model portfolios and simplified offerings, we truly spend a lot of time, energy and effort customizing strategies for each individual client or family,” Woodall said. “We enjoy getting to know what clients want to do with their finances and how their wealth can help drive their goals and ambitions. We keep our focus on the important things along that journey: family, community, connectivity and a sense of purpose to keep clients moving forward.”
That focus ties into their new brand, which is a nod to California’s iconic Highway One that connects generations through road trips, natural beauty and a can-do spirit. It also reflects the team’s personal approach to life, family and wealth management.
Joining LPL was a natural choice for the team, which was looking for a more entrepreneurially-minded culture and an environment where they could put their clients' best interests first.
“This decision to move to LPL was driven by our desire to have full control in how we build our business and serve clients,” Raring said. “We can now leverage the strength of a major firm that offers integrated technology, strategic business resources and wide selection of investment choices, which enables us to deliver highly personalized wealth management options and exceptional service experiences.”
The team chose to affiliate via LPL’s comprehensive supported independence solution, LPL Strategic Wealth Services (SW), which combines the freedom and flexibility of entrepreneurship with hands-on business services and support to help practices thrive, both operationally and strategically. In addition to having access to LPL’s innovative wealth management platform and sophisticated resources, SW advisors benefit from a truly integrated service that includes simplified pricing, technology and dedicated support to launch their practice. Then, after the transition is complete, SW teams receive ongoing operations support managed by their team of experienced professionals including a business strategist, marketing partner, CFO and administrative assistant. Advisors have one point of contact, a dedicated team and priority access to advocacy and project management for complex business issues, ultimately allowing them to stay focused on the enduring needs of their clients and the culture and evolution of their practice.
“We want to be independent, but we also appreciate the blend of service and support that is provided by LPL Strategic Wealth Services," Raring said. "We are fully supported by a dedicated team that upholds our high standards, and we look forward to building a culture where we can prioritize our clients’ best interests in their pursuit of financial success.”
The team will also be able to tap into elements of LPL's Private Wealth offering, which provides customized solutions for high-net-worth families, including estate planning, legacy planning, tax strategies and comprehensive solutions for concentrated equity positions.
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*Value approximated based on asset and holding details provided to LPL from end of year, 2023.
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