What We Offer

The Journey of a Lifetime

Are you ready for a financial plan that’s as unique as you are? We would love to help you experience true wealth.

True Wealth Means More Than Numbers

At Linea Private Wealth Management, we intrinsically understand the issues successful families, professionals, and retirees face when managing their resources. Wealth, in its simplest terms, is the value of all the resources you possess.

But life is about more than money – it’s about the knowledge, relationships, and experiences you gain as life unfolds. From experience, we know that with a strategic plan mapped out there is a greater likelihood that goals can be met, dreams can be realized, and unexpected events feel less like major detours and more like manageable speed bumps. A smoother, more enjoyable drive!

Beyond the numbers, we approach our clients with compassion and the desire to do our very best work. We believe the road to opportunity begins with planning – each person’s journey is unique – and we promise to guide you appropriately with independent advice delivered with integrity and care no matter where you are on the road.

Full-Service Coordination

Linea’s team of advisors, client service associates, and specialists work with you in all aspects of your finances, coordinating with your extended advisory team to point you towards your ultimate destination. We possess the core competencies to help you pursue opportunities confidently, and we can assist you in making decisions that positively impact your family now and in the future.

Full-Service Coordination

Linea’s team of advisors, client service associates, and specialists work with you in all aspects of your finances, coordinating with your extended advisory team to point you towards your ultimate destination. We possess the core competencies to help you pursue opportunities confidently, and we can assist you in making decisions that positively impact your family now and in the future.

Personalized Services Designed to Go the Extra Mile

Private Wealth Management

We provide a customized, comprehensive approach to wealth development and asset preservation for affluent individuals and families.

Investment & Asset Management

We possess an extensive array of capabilities for the sophisticated investor’s unique investment objectives. As an independent firm, we can provide objective financial guidance using unaffiliated investment solutions as opposed to being limited to proprietary products.

Complex Trust & Estate Planning

We combine our experience with the expertise of specialized professionals to develop detailed solutions for your trust and estate planning needs.

Comprehensive Insurance Planning

Proper insurance coverage in all areas helps ensure that your risk is minimized when things happen, but knowing what policies to carry can be complex. We have extensive experience in multiple areas of insurance planning.

Holistic Financial Planning & Priority Setting

Financial planning is much more than addressing your finances. We help you identify what matters most to you. What are you trying to accomplish? What are your concerns? What’s top of mind? Together, we create a comprehensive plan that addresses all the details.

Sudden Life Transition Planning

Transitions can make life exciting, but they also can bring unexpected change, stress and affect your overall financial plan. Any time you face a transition like a divorce, death, or inheritance, we will provide support, advise on critical decisions, and adjust your financial plan accordingly.

Strategic Retirement Strategies

Transitioning from full-time work is a vast shift that impacts many areas. Given your current savings, spending, and income level, we help you understand your lifestyle today and how that might translate into retirement.

Philanthropy Planning

Philanthropic planning is a powerful way for individuals to give to the charities they believe in and care about to ensure their long-term futures while also meeting personal planning objectives. We help create integrated solutions that meet the family and the charity’s current and future needs.

Tax Reduction Strategies

We work with you, your trusted professionals, and our strategic partners to maximize tax reduction strategies for your investment portfolio.

Next Generation Financial Consulting

It is our pleasure to offer advice and guidance to the next generation of families we serve.

Financial Organization & Security

We provide a secure client portal for all your accounts, secure digital file storage, and best practices on file organization to help keep your personal information safe.

Get a complimentary opinion today when you complete the Free Portfolio Risk Analysis

LPL Financial and Linea Private Wealth Management do not offer tax or legal services.

Ready to Fine-Tune Your Drive?

Download the Linea Roadmap® for an overview of Life’s Mile Markers and see how we can help you prepare for a smoother ride.