Wealth Management
Serving the Financial Needs of Individuals, Families and Corporations
Ladenburg Thalmann has a long and distinguished history of serving the financial needs of individuals, families, and corporations. Our wealth management professionals are committed to understanding clients' needs and helping them to determine both long-, and short-term investment goals and objectives. In today's fast-paced world, investors need the support of experienced investment professionals who have access to knowledgeable specialists and a broad range of resources. Our advisors are able to leverage Ladenburg's expertise in research, technology, and access to best-in-class investment solutions while maintaining their focus on each client's financial objectives.
**At affiliate Osaic Wealth Inc.
11,000+
Financial Advisors**
$700B+
Assets Under Administration**
Private Client Services
Our experienced wealth managers leverage their experience to assist clients in preparing for major milestones in their lives: raising children, paying for college, achieving career goals, preparing for retirement, and transferring assets to the next generation.
Full menu of flexible, investor-focused accounts, with a range of self-directed investment choices and qualified retirement plans
A full range of solutions providing clients with separately managed accounts, mutual fund, and exchange-traded fund wrap accounts and advisor-directed accounts
Comprehensive asset-management accounts that combine brokerage, checking, money market fund and debit card activity
Access to a broad range of estate planning vehicles and high-net-worth financial planning strategies, including charitable planning (CRTs, CRATs, CLATs, and private foundations), liquidity funding, and family needs coverage
Funding options that include 529 college savings plans, UGMA/UTMA accounts, and trusts.