FINANCIAL PLANNING
PRB Wealth Management’s financial Planning team has the knowledge, tools and resources needed to develop plans and devise unique financial planning solutions specific to your financial goals.
FINANCIAL RESEARCH
Our financial research team consists of seasoned and accomplished industry veterans. They are the backbone of our Private Client division.
FIXED INCOME
Our Fixed Income team is comprised of professional traders who build fixed income investment strategies specific to client goals, offer solutions, and conduct buy/sell orders on a best efforts basis.
WEALTH MANAGEMENT
Our Private Client division offers a wide range of Wealth Management services that are specifically designed to address the needs of high net worth clients.
We offer the following services:
- Legacy & Philanthropic Planning
- Sophisticated Insurance Strategies
- Estate Planning
- Management of Concentrated Stock Positions
- Investment Management
- Collateralized Loan Options
THE PRIVATE TRUST COMPANY
The Private Trust Company N.A. (PTC) is an affiliate of LPL Financial. PTC manages trusts and family assets for clients. They are licensed in all 50 states under its 1995 national banking charter to administer the trusts and estate plans for families.
INSURANCE
We offer full-service insurance solutions and dedicated support. As an independent firm offering insurance services, we are able to provide the carriers and products needed to fulfill our clients fixed and variable life insurance needs.
ALTERNATIVE / STRUCTURED INVESTMENTS
As investors’ needs become increasingly complex and sophisticated, a growing number of alternative investment products have been introduced. Through our Broker/Dealer, LPL Financial, we have responded to this need with a range of innovative products designed for formulating, supporting or supplementing specific strategies.
