LPL Financial has added NetVEST Financial, an independent financial firm focused on multi-generational wealth and estate planning, to its broker-dealer and corporate RIA platforms.
Led by John Cartolano, NetVEST provides fee and commission-based services with a focus on retirees across the nation.
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The firm, which supported approximately US$200 million in total client assets as of 1 October 2013, has experience in advising mass affluent and high-net-worth clients on establishing revocable and irrevocable trust structures that support their multigenerational wealth planning goals.
NetVEST utilizes a 360-degree approach to wealth planning, which unites disciplined investment management, thorough tax planning, careful estate planning, and diligent cash-flow management.
The firm also has a group of in-house professionals skilled in the areas such as investment management, retirement planning, trust design, estate planning strategies, as well as tax, insurance and education plans.
Bill Morrissey, executive vice president of business development at LPL Financial, said: "We are delighted to welcome John Cartolano and his team of seasoned professionals back to LPL Financial. We look forward to many years of helping Cartolano and his team continues to profitably grow their practice, and best support their clients."
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