Your Goals. Your Legacy. Our Guidance.

Comprehensive and Tactical Wealth Management

The number and diversity of investment choices available today are staggering and can seem overwhelming. The days of simply buying and holding a portfolio of stocks, bonds or mutual funds are long gone. Now, you must choose from dozens of asset classes with broad diversification that may help protect your portfolio against today's extreme market volatility.

To accomplish this, we use discretionary asset management, which allows us to proactively manage your account as investment advisor representatives of LPL Financial. We use industry-leading research, best-in-class institutional mutual funds and a database of thousands of stocks to help ensure that your investment strategy is aligned with your overall financial goals. And by tactically managing your investment strategy with a sell discipline, we strive to protect and grow your wealth.

Broad Range of Asset Classes and Sectors

Through our Advance & Protect process, you gain access to a broadly diversified list of asset classes and investment sectors. Since our worldwide economy is dynamic, this list of investment options changes on a regular basis. Following are a few examples of asset classes and investment sectors that are part of our investing universe.

Proactive Risk Management

Our Advance & Protect process also allows us to more effectively monitor the risk level in the market. When we believe the risk is too high, we have the capability to take action to try to mitigate that exposure on your behalf.

There are two kinds of losses: a loss of capital and a loss of opportunity. There will always be other opportunities if you protect capital, so we are conscious of trying to preserve your wealth during times of anticipated negative volatility. That way, you have capital to invest when potential opportunities do arise.

A Client-centric Approach to Service
Makes All the Difference

• Our service model is built around anticipating client needs
• Our responsive, experienced and vigilant team is committed to working dailyon your behalf
• Our service contract ensures a proactive approach, guaranteeing regular communication and instilling confidence

Importance of Teamwork

We achieve our high level of service through a team approach. Rather than having just one financial advisor working on your behalf, a dedicated group of professionals oversees your financial plan. In addition to Mark Lamkin, this team consists of wealth planners, wealth advisors and a number of support staff to ensure everything runs smoothly. Learn More