Walker Covey Wealth Advisors, through their strategic relationship with LPL Financial, can provide you with a wealth of resources and support tailored specifically to the sophisticated needs of our affluent clients. These strategies include advanced estate and philanthropic planning, income tax strategies, trustee services, a robust alternative investments platform, banking and lending solutions, and complex life insurance planning. 

Our relationship with LPL also gives us access to a dedicated team of specialists who provide customized support. These specialists have extensive experience working with affluent individuals and are well-equipped to consult on complex financial matters such as advanced estate and tax planning and philanthropy. In addition, we have access to a curated network of third-party resources such as attorneys, accountants, luxury travel and collectibles experts, healthcare advisors, and education consultants.