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Meet the Roundtable™

We call our exceptional team of specialists and advisors the Roundtable. It's a diverse team of seasoned financial professionals skilled in a range of wealth management disciplines, and we built it so that you get all the specialists you need, all in one place.

When you work with our team, your financial life is examined from every angle, whether you're an individual seeking comprehensive wealth management services or a plan sponsor seeking business retirement plan consulting.

Our team includes advisors and specialists in:

  • Financial Planning
  • Investment Management
  • Company Retirement Plans
  • Family Office Services
  • Retirement Income Planning
  • Estate Planning
  • Employee Benefits Programs
  • Business Owner Planning
  • Insurance
  • Tax Strategies
  • Tax Preparation
  • Foundation Management Assistance

Our professionals hold some of the most respected credentials in their fields of practice, including the internationally recognized CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and CFA charterholder designations. Learn more about our team's credentials.

Our Team

How the Roundtable Works

The Roundtable facilitates communication between advisors and specialists in three key ways:

  1. Regular Forums
    Roundtable members have weekly conference calls to discuss complex client cases, industrywide trends and market movement.
  2. Specialist Advice
    When an advisor has a specific question, they can simply email or call our specialists to apply best practices to your plan.
  3. Education Days
    Roundtable members regularly meet in person for training sessions and workshops to refine their skills, learn new concepts, and review case studies.

When your needs require specific expertise, our Roundtable team will deliver insightful strategies that integrate with your plan. You'll get the comprehensive advice you need, all through one point of contact: your advisor.

Get your customized retirement plan.

Request a Meeting

Wealth Enhancement Tax and Consulting Services is not affiliated with LPL Financial. LPL does not provide tax related services. All tax services are provided by Wealth Enhancement Tax and Consulting Services separate from LPL Financial.