Broker Check

Wealth Management Services

Our clients have access to the investment and planning resources offered through LPL Financial and its Private Client department. Erika Bylund, our founder, holds the Certified Financial Planner (CFP®) and Chartered Retirement Plan Specialist (CRPS®) designations, and has over a decade of experience working with high-net-worth clients. She works with clients to design and manage investment portfolios, implement life/long-term care/disability insurance, and to coordinate advanced planning strategies with clients’ tax and legal advisors.

Core Services

Core Services

  • Asset management & investment portfolios
  • Retirement income solutions
  • Financial planning
  • Life insurance, review of coverage, and case design
  • Long-term care insurance
  • Disability insurance
  • Transitioning assets for heirs of trusts/estates and individuals
  • Business sales and owner exit
  • Retirement plans for business owners
Specialty Services

Specialty Services

  • One-time financial planning engagements & investment reviews
  • Support for CPAs and other tax advisors with respect to investments & qualified retirement plans
  • Support for estate planning attorneys and their clients with respect to account transfers, securities and cost basis transfers, and beneficiary services.
  • Support for family law attorneys in implementing/fulfilling QDROs, spousal benefit transfers, and short-term escrow account investments.
  • Support for personal injury attorneys and their clients for managing settlement benefits or custodial accounts for minors.
  • Consulting on corporate stock option accounts for individuals.

Have a Question?

Thank you!