Lineage Wealth Management Incorporated's mission is to offer you Freedom, Peace Of Mind and a
Trustworthy Relationship.
This type of relationship is built by creating a consistently comprehensive pro-active high touch
process with you so you can invest your time on having fun and enjoying your life. Experience
Wealth Management the way it should be.
We invite you to explore The Lineage Experience.
General Information |
| Firm Start Year: | 1924 | |
| Insurance License#: | 558414 |
| Name of Broker/Dealer: | LPL Financial |
| Name of Custodial Firm: | LPL Financial |
| States Licensed in: | VA, AL, AZ, FL, GA, MD, MI, NC, PA |
| Number of Years with Current Firm: | 18 |
| Work Experience: | 26 Years |
| Work with the following types of clients: | Individual Investors, Businesses |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Education Funding and Planning |
Services |
| Investment Types: | Mutual Funds, Investment Advisory Services, Alternative Investments, Insurance, Annuities, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Phone, Our Office, Your Office, Email |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life, Disability |
| Financial Organization Memberships: | Financial Planning Association (FPA) |
Firm Information |
| Assets Managed by Firm: | Yes |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Based on Assets, Hourly, Flat Fee, Commissions |
| Fee % Based on Assets: | 1%-2.5% |
| Hourly Rate: | $150- $400 |
| Flat Fee Rate: | Min $1500 |
| Minimum Fee Charged for Hourly Planning Accounts: | $150 |
Financial Services |
| Financial Advice & Consulting
Taking the time to understand your primary goals is the first step in ensuring your financial success and security for you and your family. Our responsibility is to go beyond responsiveness to anticipation, and in doing so attain a deep understanding of: The importance of individuals, how wealth should serve, rather than complicate life. We are here to help you formulate and articulate your goals and thereby simplify your life in the process. |
| Financial Planning for Individuals
Lineage Wealth Management helps our clients determine their values, identify their goals, and implement a strategic plan to ultimately improve their quality of life. Each client receives a Financial Road Map Strategy that is tailored specifically to them, and as you progress through different stages of your life, Lineage Wealth Management is there to offer clarity and adapt to you as your needs change |
| Portfolio Management
We create strategies with tailored terms and risk/reward profiles that are designed to help clients: - Diversify risk - Potentially reduce volatility and attempting to provide downside protection - while attempting to preserve and enhance expected returns |
| Insurance Planning
Insurance Planning we be believe should be an integrated approach that is aligned with: if appropriate, Financial Planning & Trust Services. Insurance planning from our perspective should be aligned with retirement programs that can potentially provide income and estate tax benefits for personal needs, legacy planning, estate tax liquidity, philanthropic aspirations, and income replacement |
| Wealth Management
From our perspective comprehensive wealth planning should provide integrated analysis and planning for individual and their family to focus in the areas of wealth transfer, asset location, and wealth protection. |
Disclosures |
|
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures |
Disclaimer |
| Securities And Financial Planning offered through LPL Financial Member FINRA/SIPC |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 7:00 PM |
| Tue. | 9:00 AM - 7:00 PM |
| Wed. | 9:00 AM - 7:00 PM |
| Thu. | 9:00 AM - 7:00 PM |
| Fri. | 9:00 AM - 4:00 PM |
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