Decorum Wealth Management Launches with Support from LPL Strategic Wealth

Core Insights - LPL Financial LLC has announced the launch of Decorum Wealth Management, an independent practice formed by a team of experienced financial advisors who previously worked at UBS, managing approximately $1.8 billion in advisory, brokerage, and retirement plan assets [1][2][11] - The team emphasizes a family-centric approach to client relationships, focusing on personal connections and long-term partnerships built on trust and transparency [3][4] Group 1: Team Background and Experience - The Decorum Wealth Management team has over 80 years of combined industry experience and has been collaborating for nine years [2] - Their client base includes a diverse range of individuals and businesses, from small shops to high-net-worth corporations and retirees [2] Group 2: Client Service Philosophy - The firm prioritizes exceptional client service as a strategic differentiator in the financial landscape, aiming to provide personalized support and anticipate clients' evolving needs [4] - The team is committed to safeguarding clients from financial risks and fraud while providing ongoing education [3] Group 3: Transition to LPL Financial - Decorum Wealth Management chose to affiliate with LPL Financial's Strategic Wealth Services for its combination of entrepreneurial freedom and comprehensive support [5][7] - The transition is expected to enhance technology and client experiences, with plans for potential future expansion [8] Group 4: LPL Financial Overview - LPL Financial is one of the fastest-growing wealth management firms in the U.S., supporting over 29,000 financial advisors and managing approximately $1.9 trillion in assets [11] - The firm offers a variety of advisor affiliation models, investment solutions, and practice management services to help advisors thrive [11]