Your financial portfolio is more than just a collection of different investments—it’s a resource you depend on to help fund the goals you have in life. Personal Wealth Portfolios help simplify the complex process of investment management. We will work with you to create a unique portfolio that helps address your changing needs over time. This highly customizable program combines innovative investment strategies, portfolio customization, and ongoing management features—along with professional investment managers—in one account. So whether you are building, preserving, or transferring wealth, your Personal Wealth Portfolios account can be as individual as you are.

A ONE ACCOUNT STRATEGY

Investment strategies reflecting your needs We’ll create an asset allocation strategy suited to your unique financial situation. As your financial profile changes, your Personal Wealth Portfolios account can be customized to reflect your investment needs throughout your life. Diversified portfolios within one account Personal Wealth Portfolios offer a powerful combination of separate account managers, mutual funds, and exchange-traded products, allowing you to diversify and customize your portfolio to address your financial objectives. LPL Research provides research and recommended portfolio managers, enabling us to make confident and informed decisions on your behalf. Sophisticated portfolio management features From tailored tax management strategies to automatic rebalancing,* you have access to portfolio management features that help keep your investments on track.

*Rebalancing may involve tax consequences.

What does financial independence mean to you? A comfortable retirement? Starting your own business? Leaving a legacy? Having the means to travel and explore? Whatever your goals, we want to help you reach them.