LPL Financial announced that financial advisors Jim Murray, Larry Bernstein, Abby Goldstein, CFP, Michael Kazmer, CFP, Brett Goldberg and Wesley Wong of Townsgate Wealth Management have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. And they reported serving about $1.15 billion in advisory, brokerage and retirement assets* and join LPL from Wells Fargo Advisors Financial Network.
Based in Westlake Village, Calif., Townsgate Wealth Management was launched in 2016 and has since grown to an ensemble practice that serves primarily high-net-worth individuals, families and business owners. Complementing each other’s strengths, the advisors focus on several areas of investing, including in-depth portfolio management, fixed-income analysis and retirement planning, while partnering with CPAs and attorneys to create deeply personalized strategies for each client. And they are supported by administrative assistants Sarah Levi-Sickman, Joni Melickian and Claire Trentacosta.
KEY QUOTES:
“Our clients are the center of everything we do at Townsgate. We maintain a fiduciary focus for clients and take full discretion in trading, running portfolio models and creating highly customized plans to help them work toward their goals. Whether we are developing strategies that focus on preserving wealth, building a legacy or sharing wealth with the next generation, our priority is bringing our clients’ visions into reality.”
- Jim Murray
“True independence is having the autonomy to operate on our terms, which is what we found in LPL. LPL’s culture, strong reputation, integrated systems and innovative platform means they truly serve the needs of the advisors. With advisor-centric support and a client-centric advisory practice — our clients win.”
- Larry Bernstein
“We welcome the advisors of Townsgate Wealth Management to LPL and congratulate the team on this milestone in the evolution of their practice. At LPL, independence means advisors benefit from book ownership, industry-leading technology and greater support to help them grow their practices while exceeding client expectations. We look forward to partnering with Townsgate for years to come.”
- Scott Posner, LPL Executive Vice President, Business Development
