Advisory Services

Currently, we provide Advisory Services through comprehensive, open-architecture, fee-based investment platforms created to help us deliver highly customized advice and exceptional service to our clients. The platform provides a foundation to help us develop successful client relationships by thoroughly understanding our clients’ long-term financial goals and offering strategies to pursue them. Multiple investments can be wrapped into one account with one consolidated statement for the client. 


We have the flexibility to customize portfolios to address each client’s unique financial situation, including the ability to create a more flexible core/satellite strategy by adding positions that complement existing holdings and fine-tuning their portfolio’s overall risk/return characteristics.

A wide variety of mutual funds are available, as well as individual stocks and bonds, options, unit investment trusts (UITs); alternative investments, and variable annuities.

We create and manage custom model portfolios or utilize pre-loaded LPL Research recommended models and investments.  There are multiple rebalancing methods available as well as the ability to set position drift tolerances and rebalancing alerts.


LPL Research provides independent, and in-depth market and economic thought leadership as well as due diligence and recommendations on asset allocation models, open-end mutual funds, exchange-traded products (ETPs), and variable annuity subaccounts.

Advisory accounts are designed for clients who:

  • Seek a comprehensive investment strategy
  • Have special needs or circumstances that may benefit from a customized portfolio
  • Own highly appreciated stock and need to systematically diversify in seeking to reduce portfolio risk
  • Want to incorporate a variety of assets into a single, consolidated investment strategy
  • Appreciate the convenience and simplicity of consolidated reporting for all their investments

Please note: WCG, Wealth Advisors LLC has the investment fiduciary responsibility on all advisory accounts