We have extensive experience in helping affluent clients seeking to grow and preserve their wealth. Our team possesses the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. We believe we can help clients step back and explore the full range of opportunities their wealth can bring. Our team has years of experience and an established network of professional resources.
LPL Financial is the largest broker/dealer for independent advisors in the U.S. with over 13,500 advisors nationwide.* The firm’s integrated platform of proprietary technology, brokerage, and investment advisory services will allow me to serve your needs more efficiently. In addition, we shall have access to a broader universe of investment products and services. LPL Financial, unlike many broker/dealers, does not have proprietary products and offers neither underwriting, market making nor investment banking, thus allowing us to continue as a truly independent financial advisor.
Being independent affords you the potential benefit of personalized and impartial investment strategies based on your unique time horizon, financial objectives, risk preferences and tax considerations. Being independent means I am free to recommend only those products and services that address my clients’ needs – that is, no quotas or pressure to sell proprietary products. Truly independent research enables me to choose investments solely on the merits of their characteristics and their suitability for your financial goals.
At Abelow, Pratt, & Associates, it is our mission to contribute to the financial success of our clients and our community – while taking full advantage of comprehensive back-office support, regulatory expertise and oversight, as well as technological support provided by LPL Financial, the #1 independent broker/dealer in the country.* These advantages are passed on to our clients in the form of better and more personalized service. After all, it’s my reputation on the line.
Choosing the right resources to manage your wealth is one of the most consequential decisions that you will ever make. With increasing uncertainty in today’s financial markets, these are the times when you most need unbiased advice.
*As reported by Financial Planning magazine, June 1996-2015, based on total revenue.