We believe that trust comes from clear communication and integrity.
These values are the foundation of a strong relationship between investor and adviser. In the wealth management industry, trusting your adviser is the first step towards building a long lasting relationship and an investment strategy that achieves your financial objectives.
Understanding how your Investment Adviser will work with you to manage your wealth is key for trust to be established.
With LT Wealth Management Partners, we offer a tier-based system, to ensure that our recommendations are unbiased and objective. We procure investments aligned to you achieving your financial goals, and we work to negotiate the best possible rates so you can get the maximum return.
*Annual rate – paid on a monthly basis
** 0.75% increase for separately managed accounts in the Raymond James Partners Program
To understand more on how your adviser will work with you and your investments, give us a call today.