Balter Wealth Management
A unique boutique wealth management firm.
Providing solutions to select families with professional, seasoned independent advice.
As a registered branch of LPL Financial, our clients are secure in knowing that their assets are in the care of the nation's leading independent broker/dealer with over $200 Billion under management and 3,500 staff members.
Through LPL Financial's wholly owned Private Trust Company, a $25 Billion chartered trust company, we are able to perform all the functions of Corporate Trustee, Family Trusts, Charitable and custodian services.