BrookBridge Wealth Transitions to LPL Private Wealth Management
BrookBridge Private Wealth Partners with LPL Financial
BrookBridge Private Wealth has officially joined LPL Financial, a significant move aimed at enhancing client services and expanding their offerings. This transition allows the firm to better serve a diverse clientele with high-net-worth focus, expanding on their commitment to personalized wealth management.
Experienced Team Bringing Expertise
The new team at BrookBridge comprises veteran advisors John Duane and Gregory Giantsos, who carry with them extensive experience in financial advising and wealth management. Duane, a proud Brooklynite, has been in the finance industry for three decades, dedicating the last 25 years to private banking. His colleague, Giantsos, entered the financial arena in 2012 and has since crafted a successful career as a portfolio manager, driven by his passion for market dynamics.
Client-Centric Approach
What sets BrookBridge apart is their unwavering commitment to their clients. Both Duane and Giantsos have dedicated their careers to offering robust wealth management services tailored to meet the unique needs of business owners, non-profit organizations, and families. Their collaborative approach emphasizes understanding each client’s financial goals and helping them achieve their aspirations.
Why LPL Financial?
The decision to partner with LPL Financial stems from their desire for both independence and support. Duane and Giantsos sought an environment where they could retain control over their brand while acquiring resources that would enhance their service delivery. LPL’s affiliation model provides the perfect blend of these elements, which they believe will empower BrookBridge Private Wealth to flourish.
Advantages of LPL Private Wealth
Joining LPL gives BrookBridge access to a wealth of resources tailored for high-net-worth advisors. This includes high payouts, enhanced business autonomy, and tools designed to foster client relationships. The firm is now capable of exploring investment options that were previously unavailable to them, such as alternative investments and complex life insurance planning.
Focus on Client Relationships
At the core of BrookBridge Private Wealth's philosophy is the belief that every client is unique. According to Duane, “Our objective is not just asset management; it’s about building and strengthening client relationships.” The move to LPL enhances their ability to cater to clients’ diverse financial needs and preferences, allowing them to offer a broader selection of services tailored to individual circumstances.
Recognition of their Move to LPL
Scott Posner, Executive Vice President at LPL, expressed his excitement about BrookBridge's launch, acknowledging the unique needs of wealth-focused advisors. He emphasized that LPL is committed to continuing to invest in solutions that help advisors enhance their offering, ultimately benefiting their clients. The integration of BrookBridge into the LPL community signifies growth and potential for both the firm and its clients.
Conclusion
As BrookBridge Private Wealth embarks on this new chapter under the umbrella of LPL Financial, their clients can expect enhanced services and a renewed focus on tailored wealth management solutions. The partnership marks a pivotal moment that aims to not only uphold the high standards they’ve established but to elevate it further, guiding their clients toward achieving their financial goals with confidence.
Frequently Asked Questions
What is BrookBridge Private Wealth?
BrookBridge Private Wealth is a financial advisory firm that aims to provide personalized wealth management services to high-net-worth clients, focusing on investment management and financial planning.
Who are the key advisors at BrookBridge?
John Duane and Gregory Giantsos are the principal advisors at BrookBridge, both bringing extensive experience in financial services and wealth management.
Why did BrookBridge partner with LPL Financial?
The firm sought a balance of independence and support that LPL Financial offers, allowing them to enhance client services and maintain control of their brand.
What services does LPL provide to BrookBridge?
LPL provides BrookBridge with advanced planning resources, investment platforms, and a community tailored for high-net-worth-focused advisors, enhancing their service delivery.
How does this transition benefit clients?
Clients of BrookBridge can expect expanded service offerings, personalized solutions, and access to a broader range of investment products designed to meet their unique financial needs.
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