Approach A relationship with LPL Financial I Private Wealth begins with a conversation about what is important to you. We want to clearly understand your goals, future plans, and help you construct a roadmap to get there. We start by examining your lifestyle, objectives, and risk tolerance. From this insight we develop a suitable wealth management plan customized for you.Through it all, we offer attentive service and personal counsel. And as a your goals change, we adjust your wealth management plan accordingly.