PRB Wealth Management's Private Client division empowers High Net Worth Clients to pursue their financial goals.
We have established a foundation for success by providing coordinated access to experts who can offer advice and implement strategies across the spectrum of wealth management. At the heart of our business is independent advice and experience combined with a mission to create and sustain impactful relationships with both our clients and their financial team.
Our Wealth Vision technology allows us to deliver a detailed and sophisticated financial and estate plan, a personal financial website, real time portfolio updates, account aggregation and an electronic document storage vault for all your important documents. We believe your financial information should be organized, up to date, easy to understand and accessible to you whenever you want and wherever you are.
Our purpose is to deliver exceptional financial guidance and personalized service to help you build and preserve your wealth, create a strategy for passing on a lasting heritage to loved ones or designated charities, and empower you to pursue your life’s aspirations.
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
**Collateralized lending capabilities are offered by a 3rd party and not affiliated with LPL Financial