Los Angeles branch of LPL Financial, My 360 Wealth Management Group views wealth management in terms of advocacy—on behalf of you. We believe that our most important role in financial planning is to act as your advocate—helping you navigate the intricacies, issues and challenges that come with managing significant wealth. We believe in listening before speaking, understanding before advising. Today clients can purchase financial products from a variety of sources: magazines, newspapers, banks, brokerage firms, discount brokers and many others. However, we believe that prudent strategies and personalized service cannot be replaced by transaction based organizations alone.
LPL Financial, the largest independent broker/dealer in the country*, does not develop any of its own proprietary investment products. Therefore, we are able to make investment recommendations based solely on our client's best interests. We believe this is a major point of difference between the financial advice that we provide and the financial advice clients receive elsewhere.
In accordance with our efforts to provide an unparalleled level of client service and a superior degree of objectivity, we represent and utilize services and products from a multitude of the nation's leading investment and insurance companies. Click here to view a sample of these firms.
The LPL Financial Research team provides actionable, objective investment advice. We offer sophisticated, quality advice that evolves with the shifting investment landscape. We recognize the critical role that timely, independent, objective research plays in meeting our clients' objectives of protecting and growing their portfolios to fund their current and future life goals.
We invest in building and maintaining advanced reporting analytic and information process systems. 360WealthVision platform delivers complete, fully customizable reports that encompass your entire wealth management strategy. The outcome is an at-a-glance view of every component of your financial picture and how it is performing—both in absolute terms and relative to your overall plan.
By integrating with our clients existing advisors, attorneys, accountants and other professionals, together with our own specialists and outside professionals, we've taken a proactive approach to providing our clients with a single point of contact and a single unified team. This approach enables you to choose from among the top professionals for every aspect of your wealth management strategy.
*As reported by Financial Planning magazine, June 1996-2015, based on total revenue.