available through LPL Financialstart my estate plan
An LPL Financial Advisor, located at WeStreet Wealth Management, helps to simplify and clarify your estate so your assets can be passed on to your loved ones.
Check the background of investment professionals associated with this site on Finra’s BrokerCheck®
Chat with a LPL financial advisor or schedule an appointment for a complimentary financial review.
What To Expect
Make a list of your assets and their approximate value.
Where you would like your assets to go when you pass away.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Make an appointment for a complimentary SMART financial review today and assess your individualized options.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck®.
TLPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. WeStreet Federal Credit Union and WeStreet Wealth Management are not registered as broker/ dealer or investment advisor. Registered representatives of LPL offer products and services using WeStreet Wealth Management, and may also be employees of WeStreet Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of WeStreet Federal Credit Union or WeStreet Wealth Management.
The WeStreet Wealth Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, FL, GA, KS, KY, LA, MS, MO, NE, NH, NJ, NC, OK, OR, TN, TX.
Securities and insurance offered through LPL or its affiliates are:
|Not Insured by NCUA or Any Other Government Agency||No Credit Union Guarantee||Not Credit Union Deposits or Obligations||May Lose Value|