(305) 931-3200

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High Net Worth Program

High Net Worth families have complex and unique planning needs. Our focus in managing your wealth is on the following primary goals:

  • Preservation of family wealth and lifetime security.
  • Seamless, coordinated servicing to help simplify your lives and ease planning concerns.

Highlights of our Approach:

“Family Office” boutique style servicing:
  • To help organize and simplify clients' lives; full coordination and integration of clients' financial management through our in-house inter-disciplinary team of Certified Financial Planners, Portfolio Analysts, risk management and 401(k)/Corporate benefit plan specialists.
  • Working with clients' other advisors to ensure all aspects of planning are coordinated and optimized.
  • Use of Frye Financial conference room and facilities to conduct family and/or other personal meetings. Assistance in formulating the agendas, identifying family priorities, and facilitating such meetings, if desired.
  • Access to and input from LPL Financial's* senior strategists and head traders and an invitation to meet with them personally at company headquarters in Boston.
  • Initial set up, ongoing monitoring and maintenance of client's personalized on-line wealth management system with all of the enhanced features.
  • Platinum servicing and pampering provided by our entire team:
    • Regular communication and updates.
    • Access to high net worth customer service manager, our specialists and branch manager with any concerns at any time.
    • Invitations to private events, opportunities to meet with well-known institutional managers and industry experts.

*With $648 billion under management, LPL Financial is the nation's leading independent investment broker/dealer.


Securities and advisory services offered through LPL Financial-- Member FINRA/SIPC

Proud member of the Aventura Marketing Council

20900 West Dixie Highway
Aventura, FL 33180
Phone: 305-931-3200

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with
residents of the following states: AZ, CA, CT, FL, GA, MD, MI, NJ, NY