At this point you should have received numerous pieces of communication regarding our relocation to 610 Smithfield Street.  We look forward to showcasing our new office to you at a grand opening this Fall.  I would like to take this opportunity to let you know about some of the enhanced resources our new office has to offer you as a client. 

In an effort to improve the efficiency of our operations, we have created more functional work groups or ‘pods’ for each wealth management team.  Your wealth management team now consists of two financial advisors, one client account specialist and one investment manager, all physically located in close proximity to one another.  Your primary contact on all account related issues will remain your financial advisor, but your financial advisor can not and does not work alone to attend to your servicing needs.

The client account specialist in your wealth management team is responsible for all administrative matters related to your investment accounts.  This includes, but is not limited to, all LPL account related paperwork, incoming and outgoing check processing, electronic transfers of funds, and the transfer of individual securities to and from your investment account.  You should feel very comfortable directing any administrative questions to the client account specialist working within your wealth management team.

The investment manger in your wealth management team is responsible for the implementation and reporting of all portfolio and asset allocation decisions related to your investment accounts.  This includes, but is not limited to, the purchase and sale of investments, individual security analysis, asset modeling recommendations, and the preparation of annual review documents.  You should also feel comfortable directing any investment related questions to the investment manager working within your wealth management team.

As stated previously, your financial advisor will remain the primary contact for all strategic financial planning and investment related issues and will coordinate all activities on your behalf with the client account specialist and investment manager in your wealth management team.  In the event that your financial advisor is out of the office or temporarily unavailable and your call is of an urgent nature, the second financial advisor in your wealth management team will be available to assist you with the aid of your client account specialist and/or investment manager.  We are confident that this new configuration will further enhance the level of client service provided to you as our valued clients. 

The lists below highlight each of the Firm’s wealth management teams.  Your wealth management team looks forward to assisting you in achieving all of your financial goals. 

If you have any questions regarding the information above, please call your Financial Advisor to discuss your enhanced wealth management team.

This article is for informational purposes only and not intended as financial advice. Consult your financial advisor to determine what is appropriate for your situation.
Past performance is no guarantee of future results.

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A REGISTERED INVESTMENT ADVISOR
The Retirement Planning and Wealth Preservation Specialists Since 1972
610 Smithfield Street, Suite 400, Pittsburgh, PA 15222

Phone 412.227.3200, Fax 412.227.3210, Toll Free 1.800.900.4492
Fee-based investment management and securities offered through LPL Financial
Member FINRA/SIPC

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