We help you arrange your investments and plan withdrawals to minimize tax liability and maximize tax benefits.  This includes, for example, tax lot selling, Roth conversions, Qualified Charitable Distributions, and the setup of Donor Advised Funds.  We also offer a full suite of corporate trustee services through The Private Trust Company, an affiliate of LPL Financial.  The Private Trust Company carries out fiduciary responsibilities in an impartial manner with a focus on accomplishing the objectives of our clients’ trusts as stated in their trust agreement. The Private Trust Company also provides custom trust solutions for Charitable Trusts, Foundations, and Endowments.

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