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Strategic affiliations make us even stronger.

 

At Capital Planning Wealth Management, we’ve formed strategic alliances with LPL Financial, the largest independent broker-dealer in the country*—as well as Private Advisor Group (PAG), a network of over 600 independent advisors.

The primary purpose of these alliances is simple: LPL and PAG support us with the world-class infrastructure we need in order to provide you with the full scope of our wealth management services. This includes:

  • Sophisticated technology and investment platforms
  • Due diligence of investment solutions under consideration
  • Compliance services for meeting regulatory standards
  • Cybersecurity to protect our clients on a day-to-day basis

 

*As reported by Financial Planning magazine, June 1996-2018, based on total revenue.

Disclosure

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial. Financial Planning Services offered through Capital Planning Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial.

The LPL Financial Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
AZ, CA, CT, DE, FL, GA, IN, KS, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WI, WV

 


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4505 Saucon Creek Road, Suite 100
Center Valley, PA 18034
610-871-3500
 

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