Multigenerational client service
Search documents
LPL Welcomes Michael Dworetsky to Lighthouse Private Wealth
Globenewswire· 2026-02-26 13:55
Core Insights - LPL Financial LLC has welcomed veteran financial advisor Michael Dworetsky, who brings approximately $200 million in advisory, brokerage, and retirement plan assets, to its broker-dealer and Registered Investment Advisor (RIA) aligned with Lighthouse Private Wealth [1][2] Group 1: Advisor Background and Experience - Michael Dworetsky has 45 years of industry experience, starting in accounting and transitioning to wealth management, focusing on long-term planning and multigenerational client relationships [2] - His client relationships often span 35 to 40 years, extending to the next generations of families [2] Group 2: Client-Centric Approach - Dworetsky emphasizes understanding each client's objectives and guiding them through long-term planning complexities, prioritizing communication and personal connection [3] - His practice is individualized, with no fixed format, reflecting the unique needs of each family [3] Group 3: Reasons for Joining LPL and Lighthouse Private Wealth - The decision to join LPL and Lighthouse was motivated by a desire for continuity and long-term support for clients [3] - Dworetsky expressed confidence in Lighthouse's integrity and teamwork, as well as LPL's strong reputation and technology support [4] Group 4: Company Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting over 32,000 financial advisors and approximately 1,200 financial institutions [6] - The firm services and custody approximately $2.4 trillion in brokerage and advisory assets for around 8 million Americans [6]