Our

Services

Why Faubourg

Private Wealth?

Faubourg Private Wealth advisors provide comprehensive financial planning and investment services individually tailored to your needs. We look at every column of a client’s balance sheet – assets, liabilities, insurance, estate planning – to help you develop, streamline, and pursue your financial goals. Whether you’re planning for your family’s future or the long-term viability of your business, we deliver a full spectrum of planning and investing services customized to suit your financial objectives. We are not controlled by an outside investment firm and do not push “proprietary” products.

Why Faubourg

Private Wealth?

Faubourg Private Wealth advisors provide comprehensive financial planning and investment services individually tailored to your needs. We look at every column of a client’s balance sheet – assets, liabilities, insurance, estate planning – to help you develop, streamline, and pursue your financial goals. Whether you’re planning for your family’s future or the long-term viability of your business, we deliver a full spectrum of planning and investing services customized to suit your financial objectives. We are not controlled by an outside investment firm and do not push “proprietary” products.

Wealth
Management

  • Continuously hedged portfolios
  • Direct asset management
  • Investment advisory services
  • Risk-conscious investing
  • Collateralized lending against investments1

1 Lending services offered through partner institutions separate from LPL Financial.

Holistic Financial
Planning

  • Fee-based financial planning
  • Hourly consulting
  • Philanthropic planning
  • Estate planning
  • Tax planning
  • Retirement planning
  • Business planning
  • Special legislative alerts
  • Investment Advisory Service

Individual Retirement
Accounts

  • Traditional IRAs
  • Roth
  • SEP IRAs
  • SIMPLE IRAs
  • Traditional to Roth IRA conversions

Retirement Plan
Consulting

For Plan Sponsors: 3(38) and 3(21)
  • Fiduciary services, support, and education
  • Plan design and compliance assistance
  • Plan administration support services
  • Assistance in correction non-compliant plans
  • Investment due diligence
  • Provider analysis and benchmarking
  • Cash Balance and Profit Sharing
For Plan Participants:
  • Onsite financial and wellness education
  • Customized retirement portal with a personal financial website
  • Access to our team of advisors for one on one support

Cash & Banking
Services

  • Cash management
    Banking services from your brokerage account
  • Collateralized lending against investments1
  • Credit Cards
  • Mortgage, Home Equity, Lending, and Deposit rate consultation and provider search service2

1 Lending services offered through partner institutions separate from LPL Financial.
2 This service is offered through financial planning engagement.

Trust
Services3

  • Revocable and irrevocable personal trusts
  • Irrevocable life insurance trusts
  • Charitable remainder trusts
  • Trustee services
  • Administrative agent for individual trustees
  • Trust settlement

3 LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. LPL Financial and Faubourg Private Wealth do not offer legal advice or services. Please consult your qualified attorney for legal matters.

Estate
Planning3

  • Wills and revocable trusts review
  • Irrevocable life insurance trusts
  • Employer stock options strategies / NUA
  • Qualified personal residence trusts
  • Grantor Retained Annuity Trusts (GRATS)
  • Charitable planning arrangements Intentionally defective trusts and other estate freeze techniques
  • Family limited partnerships
  • Lifetime gifting arrangements
  • Life business transition consultation
  • Generational wealth transfer

3 LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. LPL Financial and Faubourg Private Wealth do not offer legal advice or services. Please consult your qualified attorney for legal matters.

Life Insurance
& Annuities

Life Insurance:
  • Term Life
  • Whole life
  • Single premium whole life
  • Universal life
  • Variable universal life
  • Long-term care solutions
  • Structured settlements
Annuities:
  • Variable annuities
  • Fixed annuities
  • Indexed annuities
  • Immediate annuities

Alternative
Investments4

  • Managed futures
  • Fund of hedge funds
  • Real estate (Real Estate Investment Trusts)
  • Concentrated equity solutions
  • Non-traded business development companies
  • Exchange funds
  • Alternative strategy mutual fund

4 Alternative investments may not be suitable for all investors and should be considered an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

Contact US

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.