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header_4_text_shadow_vertical_length_tablet=”0px” header_4_text_shadow_blur_strength_tablet=”1px” header_5_text_shadow_horizontal_length_tablet=”0px” header_5_text_shadow_vertical_length_tablet=”0px” header_5_text_shadow_blur_strength_tablet=”1px” header_6_text_shadow_horizontal_length_tablet=”0px” header_6_text_shadow_vertical_length_tablet=”0px” header_6_text_shadow_blur_strength_tablet=”1px” box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” global_colors_info=”{}”]<\/p>\n

The Journey of a Lifetime<\/h1>\n

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Are you ready for a financial plan that\u2019s as unique as you are? We would love to help you experience true wealth.<\/p>\n

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True Wealth Means More Than Numbers<\/h1>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ header_font_size=”25px” vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ z_index_tablet=”0″ text_text_shadow_horizontal_length_tablet=”0px” text_text_shadow_vertical_length_tablet=”0px” text_text_shadow_blur_strength_tablet=”1px” link_text_shadow_horizontal_length_tablet=”0px” link_text_shadow_vertical_length_tablet=”0px” link_text_shadow_blur_strength_tablet=”1px” ul_text_shadow_horizontal_length_tablet=”0px” ul_text_shadow_vertical_length_tablet=”0px” ul_text_shadow_blur_strength_tablet=”1px” ol_text_shadow_horizontal_length_tablet=”0px” ol_text_shadow_vertical_length_tablet=”0px” ol_text_shadow_blur_strength_tablet=”1px” quote_text_shadow_horizontal_length_tablet=”0px” quote_text_shadow_vertical_length_tablet=”0px” quote_text_shadow_blur_strength_tablet=”1px” header_text_shadow_horizontal_length_tablet=”0px” header_text_shadow_vertical_length_tablet=”0px” header_text_shadow_blur_strength_tablet=”1px” header_2_text_shadow_horizontal_length_tablet=”0px” header_2_text_shadow_vertical_length_tablet=”0px” header_2_text_shadow_blur_strength_tablet=”1px” header_3_text_shadow_horizontal_length_tablet=”0px” header_3_text_shadow_vertical_length_tablet=”0px” header_3_text_shadow_blur_strength_tablet=”1px” header_4_text_shadow_horizontal_length_tablet=”0px” header_4_text_shadow_vertical_length_tablet=”0px” header_4_text_shadow_blur_strength_tablet=”1px” header_5_text_shadow_horizontal_length_tablet=”0px” header_5_text_shadow_vertical_length_tablet=”0px” header_5_text_shadow_blur_strength_tablet=”1px” header_6_text_shadow_horizontal_length_tablet=”0px” header_6_text_shadow_vertical_length_tablet=”0px” header_6_text_shadow_blur_strength_tablet=”1px” box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” global_colors_info=”{}”]<\/p>\n

At Linea Private Wealth Management, we intrinsically understand the issues successful families, professionals, and retirees face when managing their resources. Wealth, in its simplest terms, is the value of all the resources you possess. <\/h1>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ header_font_size=”25px” vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ z_index_tablet=”0″ text_text_shadow_horizontal_length_tablet=”0px” text_text_shadow_vertical_length_tablet=”0px” text_text_shadow_blur_strength_tablet=”1px” link_text_shadow_horizontal_length_tablet=”0px” link_text_shadow_vertical_length_tablet=”0px” link_text_shadow_blur_strength_tablet=”1px” ul_text_shadow_horizontal_length_tablet=”0px” ul_text_shadow_vertical_length_tablet=”0px” ul_text_shadow_blur_strength_tablet=”1px” ol_text_shadow_horizontal_length_tablet=”0px” ol_text_shadow_vertical_length_tablet=”0px” ol_text_shadow_blur_strength_tablet=”1px” quote_text_shadow_horizontal_length_tablet=”0px” quote_text_shadow_vertical_length_tablet=”0px” quote_text_shadow_blur_strength_tablet=”1px” header_text_shadow_horizontal_length_tablet=”0px” header_text_shadow_vertical_length_tablet=”0px” header_text_shadow_blur_strength_tablet=”1px” header_2_text_shadow_horizontal_length_tablet=”0px” header_2_text_shadow_vertical_length_tablet=”0px” header_2_text_shadow_blur_strength_tablet=”1px” header_3_text_shadow_horizontal_length_tablet=”0px” header_3_text_shadow_vertical_length_tablet=”0px” header_3_text_shadow_blur_strength_tablet=”1px” header_4_text_shadow_horizontal_length_tablet=”0px” header_4_text_shadow_vertical_length_tablet=”0px” header_4_text_shadow_blur_strength_tablet=”1px” header_5_text_shadow_horizontal_length_tablet=”0px” header_5_text_shadow_vertical_length_tablet=”0px” header_5_text_shadow_blur_strength_tablet=”1px” header_6_text_shadow_horizontal_length_tablet=”0px” header_6_text_shadow_vertical_length_tablet=”0px” header_6_text_shadow_blur_strength_tablet=”1px” box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” global_colors_info=”{}”]But life is about more than money \u2013 it\u2019s about the knowledge, relationships, and experiences you gain as life unfolds. From experience, we know that with a strategic plan mapped out there is a greater likelihood that goals can be met, dreams can be realized, and unexpected events feel less like major detours and more like manageable speed bumps. A smoother, more enjoyable drive! <\/p>\n

Beyond the numbers, we approach our clients with compassion and the desire to do our very best work. We believe the road to opportunity begins with planning \u2013 each person\u2019s journey is unique \u2013 and we promise to guide you appropriately with independent advice delivered with integrity and care no matter where you are on the road.
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Full-Service Coordination<\/h1>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ z_index_tablet=”0″ text_text_shadow_horizontal_length_tablet=”0px” text_text_shadow_vertical_length_tablet=”0px” text_text_shadow_blur_strength_tablet=”1px” link_text_shadow_horizontal_length_tablet=”0px” link_text_shadow_vertical_length_tablet=”0px” link_text_shadow_blur_strength_tablet=”1px” ul_text_shadow_horizontal_length_tablet=”0px” ul_text_shadow_vertical_length_tablet=”0px” ul_text_shadow_blur_strength_tablet=”1px” ol_text_shadow_horizontal_length_tablet=”0px” ol_text_shadow_vertical_length_tablet=”0px” ol_text_shadow_blur_strength_tablet=”1px” quote_text_shadow_horizontal_length_tablet=”0px” quote_text_shadow_vertical_length_tablet=”0px” quote_text_shadow_blur_strength_tablet=”1px” header_text_shadow_horizontal_length_tablet=”0px” header_text_shadow_vertical_length_tablet=”0px” header_text_shadow_blur_strength_tablet=”1px” header_2_text_shadow_horizontal_length_tablet=”0px” header_2_text_shadow_vertical_length_tablet=”0px” header_2_text_shadow_blur_strength_tablet=”1px” header_3_text_shadow_horizontal_length_tablet=”0px” header_3_text_shadow_vertical_length_tablet=”0px” header_3_text_shadow_blur_strength_tablet=”1px” header_4_text_shadow_horizontal_length_tablet=”0px” header_4_text_shadow_vertical_length_tablet=”0px” header_4_text_shadow_blur_strength_tablet=”1px” header_5_text_shadow_horizontal_length_tablet=”0px” header_5_text_shadow_vertical_length_tablet=”0px” header_5_text_shadow_blur_strength_tablet=”1px” header_6_text_shadow_horizontal_length_tablet=”0px” header_6_text_shadow_vertical_length_tablet=”0px” header_6_text_shadow_blur_strength_tablet=”1px” box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” global_colors_info=”{}”]Linea\u2019s team of advisors, client service associates, and specialists work with you in all aspects of your finances, coordinating with your extended advisory team to point you towards your ultimate destination. We possess the core competencies to help you pursue opportunities confidently, and we can assist you in making decisions that positively impact your family now and in the future.
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header_2_text_shadow_blur_strength_tablet=”1px” header_3_text_shadow_horizontal_length_tablet=”0px” header_3_text_shadow_vertical_length_tablet=”0px” header_3_text_shadow_blur_strength_tablet=”1px” header_4_text_shadow_horizontal_length_tablet=”0px” header_4_text_shadow_vertical_length_tablet=”0px” header_4_text_shadow_blur_strength_tablet=”1px” header_5_text_shadow_horizontal_length_tablet=”0px” header_5_text_shadow_vertical_length_tablet=”0px” header_5_text_shadow_blur_strength_tablet=”1px” header_6_text_shadow_horizontal_length_tablet=”0px” header_6_text_shadow_vertical_length_tablet=”0px” header_6_text_shadow_blur_strength_tablet=”1px” box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” global_colors_info=”{}”]<\/p>\n

Full-Service Coordination<\/h1>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ z_index_tablet=”0″ text_text_shadow_horizontal_length_tablet=”0px” text_text_shadow_vertical_length_tablet=”0px” text_text_shadow_blur_strength_tablet=”1px” link_text_shadow_horizontal_length_tablet=”0px” link_text_shadow_vertical_length_tablet=”0px” link_text_shadow_blur_strength_tablet=”1px” ul_text_shadow_horizontal_length_tablet=”0px” ul_text_shadow_vertical_length_tablet=”0px” ul_text_shadow_blur_strength_tablet=”1px” ol_text_shadow_horizontal_length_tablet=”0px” ol_text_shadow_vertical_length_tablet=”0px” ol_text_shadow_blur_strength_tablet=”1px” quote_text_shadow_horizontal_length_tablet=”0px” quote_text_shadow_vertical_length_tablet=”0px” quote_text_shadow_blur_strength_tablet=”1px” header_text_shadow_horizontal_length_tablet=”0px” header_text_shadow_vertical_length_tablet=”0px” header_text_shadow_blur_strength_tablet=”1px” header_2_text_shadow_horizontal_length_tablet=”0px” header_2_text_shadow_vertical_length_tablet=”0px” header_2_text_shadow_blur_strength_tablet=”1px” header_3_text_shadow_horizontal_length_tablet=”0px” header_3_text_shadow_vertical_length_tablet=”0px” header_3_text_shadow_blur_strength_tablet=”1px” header_4_text_shadow_horizontal_length_tablet=”0px” header_4_text_shadow_vertical_length_tablet=”0px” header_4_text_shadow_blur_strength_tablet=”1px” header_5_text_shadow_horizontal_length_tablet=”0px” header_5_text_shadow_vertical_length_tablet=”0px” header_5_text_shadow_blur_strength_tablet=”1px” header_6_text_shadow_horizontal_length_tablet=”0px” header_6_text_shadow_vertical_length_tablet=”0px” header_6_text_shadow_blur_strength_tablet=”1px” box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” global_colors_info=”{}”]Linea\u2019s team of advisors, client service associates, and specialists work with you in all aspects of your finances, coordinating with your extended advisory team to point you towards your ultimate destination. We possess the core competencies to help you pursue opportunities confidently, and we can assist you in making decisions that positively impact your family now and in the future.
\n[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ background_color=”#21364b” vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ custom_padding=”15px|15px|15px|15px” z_index_tablet=”0″ box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/advisors1.bradcable.com\/lineaprivatewealthmanagement\/wp-content\/uploads\/sites\/142\/2021\/11\/Relationship-Diagram-for-Linea.jpg” show_bottom_space=”off” force_fullwidth=”on” _builder_version=”4.16″ vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ z_index_tablet=”0″ box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”complementary opinion tempsave” _builder_version=”4.22.1″ background_color=”#f9f9f9″ use_background_color_gradient=”on” background_color_gradient_stops=”rgba(249,249,249,0.86) 0%|rgba(249,249,249,0.86) 100%” background_color_gradient_overlays_image=”on” background_color_gradient_start=”rgba(249,249,249,0.86)” background_color_gradient_end=”rgba(249,249,249,0.86)” background_image=”https:\/\/advisors1.bradcable.com\/lineaprivatewealthmanagement\/wp-content\/uploads\/sites\/142\/2022\/01\/iStock-1194661066.jpg” vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Personalized Services Designed to Go the Extra Mile” _builder_version=”4.16″ header_font_size=”50px” header_line_height=”1.2em” vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ header_font_size_tablet=”” header_font_size_phone=”40px” header_font_size_last_edited=”on|phone” z_index_tablet=”0″ text_text_shadow_horizontal_length_tablet=”0px” text_text_shadow_vertical_length_tablet=”0px” text_text_shadow_blur_strength_tablet=”1px” link_text_shadow_horizontal_length_tablet=”0px” link_text_shadow_vertical_length_tablet=”0px” link_text_shadow_blur_strength_tablet=”1px” ul_text_shadow_horizontal_length_tablet=”0px” ul_text_shadow_vertical_length_tablet=”0px” ul_text_shadow_blur_strength_tablet=”1px” ol_text_shadow_horizontal_length_tablet=”0px” ol_text_shadow_vertical_length_tablet=”0px” ol_text_shadow_blur_strength_tablet=”1px” quote_text_shadow_horizontal_length_tablet=”0px” quote_text_shadow_vertical_length_tablet=”0px” quote_text_shadow_blur_strength_tablet=”1px” header_text_shadow_horizontal_length_tablet=”0px” header_text_shadow_vertical_length_tablet=”0px” header_text_shadow_blur_strength_tablet=”1px” header_2_text_shadow_horizontal_length_tablet=”0px” header_2_text_shadow_vertical_length_tablet=”0px” header_2_text_shadow_blur_strength_tablet=”1px” header_3_text_shadow_horizontal_length_tablet=”0px” header_3_text_shadow_vertical_length_tablet=”0px” header_3_text_shadow_blur_strength_tablet=”1px” header_4_text_shadow_horizontal_length_tablet=”0px” header_4_text_shadow_vertical_length_tablet=”0px” header_4_text_shadow_blur_strength_tablet=”1px” header_5_text_shadow_horizontal_length_tablet=”0px” header_5_text_shadow_vertical_length_tablet=”0px” header_5_text_shadow_blur_strength_tablet=”1px” header_6_text_shadow_horizontal_length_tablet=”0px” header_6_text_shadow_vertical_length_tablet=”0px” header_6_text_shadow_blur_strength_tablet=”1px” box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” global_colors_info=”{}”]<\/p>\n

Personalized Services Designed to Go the Extra Mile<\/h1>\n

[\/et_pb_text][et_pb_text disabled_on=”on|on|on” _builder_version=”4.27.4″ vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ z_index_tablet=”0″ text_text_shadow_horizontal_length_tablet=”0px” text_text_shadow_vertical_length_tablet=”0px” text_text_shadow_blur_strength_tablet=”1px” link_text_shadow_horizontal_length_tablet=”0px” link_text_shadow_vertical_length_tablet=”0px” link_text_shadow_blur_strength_tablet=”1px” ul_text_shadow_horizontal_length_tablet=”0px” ul_text_shadow_vertical_length_tablet=”0px” ul_text_shadow_blur_strength_tablet=”1px” ol_text_shadow_horizontal_length_tablet=”0px” ol_text_shadow_vertical_length_tablet=”0px” ol_text_shadow_blur_strength_tablet=”1px” quote_text_shadow_horizontal_length_tablet=”0px” quote_text_shadow_vertical_length_tablet=”0px” quote_text_shadow_blur_strength_tablet=”1px” header_text_shadow_horizontal_length_tablet=”0px” header_text_shadow_vertical_length_tablet=”0px” header_text_shadow_blur_strength_tablet=”1px” header_2_text_shadow_horizontal_length_tablet=”0px” header_2_text_shadow_vertical_length_tablet=”0px” header_2_text_shadow_blur_strength_tablet=”1px” header_3_text_shadow_horizontal_length_tablet=”0px” header_3_text_shadow_vertical_length_tablet=”0px” header_3_text_shadow_blur_strength_tablet=”1px” header_4_text_shadow_horizontal_length_tablet=”0px” header_4_text_shadow_vertical_length_tablet=”0px” header_4_text_shadow_blur_strength_tablet=”1px” header_5_text_shadow_horizontal_length_tablet=”0px” header_5_text_shadow_vertical_length_tablet=”0px” header_5_text_shadow_blur_strength_tablet=”1px” header_6_text_shadow_horizontal_length_tablet=”0px” header_6_text_shadow_vertical_length_tablet=”0px” header_6_text_shadow_blur_strength_tablet=”1px” box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” disabled=”on” saved_tabs=”all” global_colors_info=”{}”]<\/p>\n

\n

Private Wealth Management<\/strong>
We provide a customized, comprehensive approach to wealth development and asset preservation for affluent individuals and families.<\/p>\n<\/blockquote>\n

\n

Investment & Asset Management<\/strong>
We possess an extensive array of capabilities for the sophisticated investor’s unique investment objectives. As an independent firm, we can provide objective financial guidance using unaffiliated investment solutions as opposed to being limited to proprietary products.<\/p>\n<\/blockquote>\n

\n

Complex Trust & Estate Planning<\/strong>
We combine our experience with the expertise of specialized professionals to develop detailed solutions for your trust and estate planning needs.<\/p>\n<\/blockquote>\n

\n

Comprehensive Insurance Planning<\/strong>
Proper insurance coverage in all areas helps ensure that your risk is minimized when things happen, but knowing what policies to carry can be complex. We have extensive experience in multiple areas of insurance planning.<\/p>\n<\/blockquote>\n

\n

Holistic Financial Planning & Priority Setting<\/strong>
Financial planning is much more than addressing your finances. We help you identify what matters most to you. What are you trying to accomplish? What are your concerns? What’s top of mind? Together, we create a comprehensive plan that addresses all the details.<\/p>\n<\/blockquote>\n

\n

Sudden Life Transition Planning<\/strong>
Transitions can make life exciting, but they also can bring unexpected change, stress and affect your overall financial plan. Any time you face a transition like a divorce, death, or inheritance, we will provide support, advise on critical decisions, and adjust your financial plan accordingly.<\/p>\n<\/blockquote>\n

\n

Strategic Retirement Strategies<\/strong>
Transitioning from full-time work is a vast shift that impacts many areas. Given your current savings, spending, and income level, we help you understand your lifestyle today and how that might translate into retirement.<\/p>\n<\/blockquote>\n

\n

Philanthropy Planning<\/strong>
Philanthropic planning is a powerful way for individuals to give to the charities they believe in and care about to ensure their long-term futures while also meeting personal planning objectives. We help create integrated solutions that meet the family and the charity’s current and future needs.<\/p>\n<\/blockquote>\n

\n

Tax Reduction Strategies<\/strong>
We work with you, your trusted professionals, and our strategic partners to maximize tax reduction strategies for your investment portfolio.<\/p>\n<\/blockquote>\n

\n

Next Generation Financial Consulting<\/strong>
It is our pleasure to offer advice and guidance to the next generation of families we serve.<\/p>\n<\/blockquote>\n

\n

Financial Organization & Security<\/strong>
We provide a secure client portal for all your accounts, secure digital file storage, and best practices on file organization to help keep your personal information safe.<\/p>\n<\/blockquote>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” make_equal=”on” _builder_version=”4.27.4″ _module_preset=”default” max_width=”1220px” custom_padding=”15px||15px||true|false” global_colors_info=”{}”][et_pb_column type=”1_3″ module_class=”my-hov-blurbs-col” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Private Wealth Management” module_class=”my-hov-blurbs” _builder_version=”4.27.4″ _module_preset=”default” header_font=”||||||||” header_text_color=”#01657f” header_font_size=”22px” header_line_height=”1.4em” body_font_size=”18px” background_enable_color=”off” custom_padding=”20px|20px|20px|20px|true|true” global_colors_info=”{}”]<\/p>\n

We provide a customized, comprehensive approach to wealth development and asset preservation for affluent individuals and families.<\/span><\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ module_class=”my-hov-blurbs-col” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Investment & Asset Management” module_class=”my-hov-blurbs” _builder_version=”4.27.4″ _module_preset=”default” header_font=”||||||||” header_text_color=”#01657f” header_font_size=”22px” header_line_height=”1.4em” body_font_size=”18px” background_enable_color=”off” custom_padding=”20px|20px|20px|20px|true|true” global_colors_info=”{}”]<\/p>\n

We possess an extensive array of capabilities for the sophisticated investor\u2019s unique investment objectives. As an independent firm, we can provide objective financial guidance using unaffiliated investment solutions as opposed to being limited to proprietary products.<\/span><\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ module_class=”my-hov-blurbs-col” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Complex Trust & Estate Planning” module_class=”my-hov-blurbs” _builder_version=”4.27.4″ _module_preset=”default” header_font=”||||||||” header_text_color=”#01657f” header_font_size=”22px” header_line_height=”1.4em” body_font_size=”18px” background_enable_color=”off” custom_padding=”20px|20px|20px|20px|true|true” global_colors_info=”{}”]<\/p>\n

We combine our experience with the expertise of specialized professionals to develop detailed solutions for your trust and estate planning needs.<\/span><\/p>\n

[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” make_equal=”on” _builder_version=”4.27.4″ _module_preset=”default” max_width=”1220px” custom_padding=”15px||15px||true|false” global_colors_info=”{}”][et_pb_column type=”1_3″ module_class=”my-hov-blurbs-col” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Comprehensive Insurance Planning” module_class=”my-hov-blurbs” _builder_version=”4.27.4″ _module_preset=”default” header_font=”||||||||” header_text_color=”#01657f” header_font_size=”22px” header_line_height=”1.4em” body_font_size=”18px” background_enable_color=”off” custom_padding=”20px|20px|20px|20px|true|true” global_colors_info=”{}”]<\/p>\n

Proper insurance coverage in all areas helps ensure that your risk is minimized when things happen, but knowing what policies to carry can be complex. We have extensive experience in multiple areas of insurance planning.<\/span><\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ module_class=”my-hov-blurbs-col” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Holistic Financial Planning & Priority Setting” module_class=”my-hov-blurbs” _builder_version=”4.27.4″ _module_preset=”default” header_font=”||||||||” header_text_color=”#01657f” header_font_size=”22px” header_line_height=”1.4em” body_font_size=”18px” background_enable_color=”off” custom_padding=”20px|20px|20px|20px|true|true” global_colors_info=”{}”]<\/p>\n

Financial planning is much more than addressing your finances. We help you identify what matters most to you. What are you trying to accomplish? What are your concerns? What\u2019s top of mind? Together, we create a comprehensive plan that addresses all the details.<\/span><\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ module_class=”my-hov-blurbs-col” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Sudden Life Transition Planning” module_class=”my-hov-blurbs” _builder_version=”4.27.4″ _module_preset=”default” header_font=”||||||||” header_text_color=”#01657f” header_font_size=”22px” header_line_height=”1.4em” body_font_size=”18px” background_enable_color=”off” custom_padding=”20px|20px|20px|20px|true|true” global_colors_info=”{}”]<\/p>\n

Transitions can make life exciting, but they also can bring unexpected change, stress and affect your overall financial plan. Any time you face a transition like a divorce, death, or inheritance, we will provide support, advise on critical decisions, and adjust your financial plan accordingly.<\/span><\/p>\n

[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” make_equal=”on” _builder_version=”4.27.4″ _module_preset=”default” max_width=”1220px” custom_padding=”15px||15px||true|false” global_colors_info=”{}”][et_pb_column type=”1_3″ module_class=”my-hov-blurbs-col” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Strategic Retirement Strategies” module_class=”my-hov-blurbs” _builder_version=”4.27.4″ _module_preset=”default” header_font=”||||||||” header_text_color=”#01657f” header_font_size=”22px” header_line_height=”1.4em” body_font_size=”18px” background_enable_color=”off” custom_padding=”20px|20px|20px|20px|true|true” global_colors_info=”{}”]<\/p>\n

Transitioning from full-time work is a vast shift that impacts many areas. Given your current savings, spending, and income level, we help you understand your lifestyle today and how that might translate into retirement.<\/span><\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ module_class=”my-hov-blurbs-col” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Philanthropy Planning” module_class=”my-hov-blurbs” _builder_version=”4.27.4″ _module_preset=”default” header_font=”||||||||” header_text_color=”#01657f” header_font_size=”22px” header_line_height=”1.4em” body_font_size=”18px” background_enable_color=”off” custom_padding=”20px|20px|20px|20px|true|true” global_colors_info=”{}”]<\/p>\n

Philanthropic planning is a powerful way for individuals to give to the charities they believe in and care about to ensure their long-term futures while also meeting personal planning objectives. We help create integrated solutions that meet the family and the charity\u2019s current and future needs.<\/span><\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ module_class=”my-hov-blurbs-col” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Tax Reduction Strategies” module_class=”my-hov-blurbs” _builder_version=”4.27.4″ _module_preset=”default” header_font=”||||||||” header_text_color=”#01657f” header_font_size=”22px” header_line_height=”1.4em” body_font_size=”18px” background_enable_color=”off” custom_padding=”20px|20px|20px|20px|true|true” global_colors_info=”{}”]<\/p>\n

We work with you, your trusted professionals, and our strategic partners to maximize tax reduction strategies for your investment portfolio.<\/span><\/p>\n

[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ use_custom_gutter=”on” make_equal=”on” _builder_version=”4.27.4″ _module_preset=”default” max_width=”1220px” custom_padding=”15px||15px||true|false” global_colors_info=”{}”][et_pb_column type=”1_2″ module_class=”my-hov-blurbs-col” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Next Generation Financial Consulting” module_class=”my-hov-blurbs” _builder_version=”4.27.4″ _module_preset=”default” header_font=”||||||||” header_text_color=”#01657f” header_font_size=”22px” header_line_height=”1.4em” body_font_size=”18px” background_enable_color=”off” custom_padding=”20px|20px|20px|20px|true|true” global_colors_info=”{}”]<\/p>\n

It is our pleasure to offer advice and guidance to the next generation of families we serve.<\/span><\/p>\n

[\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_2″ module_class=”my-hov-blurbs-col” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Financial Organization & Security” module_class=”my-hov-blurbs” _builder_version=”4.27.4″ _module_preset=”default” header_font=”||||||||” header_text_color=”#01657f” header_font_size=”22px” header_line_height=”1.4em” body_font_size=”18px” background_enable_color=”off” custom_padding=”20px|20px|20px|20px|true|true” global_colors_info=”{}”]<\/p>\n

We provide a secure client portal for all your accounts, secure digital file storage, and best practices on file organization to help keep your personal information safe.<\/span><\/p>\n

[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Get a complimentary opinion today when you complete the Free Portfolio Risk Analysis” _builder_version=”4.16″ text_line_height=”1.4em” header_font_size=”50px” header_line_height=”1.2em” vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ header_font_size_tablet=”” header_font_size_phone=”40px” header_font_size_last_edited=”on|phone” z_index_tablet=”0″ text_text_shadow_horizontal_length_tablet=”0px” text_text_shadow_vertical_length_tablet=”0px” text_text_shadow_blur_strength_tablet=”1px” link_text_shadow_horizontal_length_tablet=”0px” link_text_shadow_vertical_length_tablet=”0px” link_text_shadow_blur_strength_tablet=”1px” ul_text_shadow_horizontal_length_tablet=”0px” ul_text_shadow_vertical_length_tablet=”0px” ul_text_shadow_blur_strength_tablet=”1px” ol_text_shadow_horizontal_length_tablet=”0px” ol_text_shadow_vertical_length_tablet=”0px” ol_text_shadow_blur_strength_tablet=”1px” quote_text_shadow_horizontal_length_tablet=”0px” quote_text_shadow_vertical_length_tablet=”0px” quote_text_shadow_blur_strength_tablet=”1px” header_text_shadow_horizontal_length_tablet=”0px” header_text_shadow_vertical_length_tablet=”0px” header_text_shadow_blur_strength_tablet=”1px” header_2_text_shadow_horizontal_length_tablet=”0px” header_2_text_shadow_vertical_length_tablet=”0px” header_2_text_shadow_blur_strength_tablet=”1px” header_3_text_shadow_horizontal_length_tablet=”0px” header_3_text_shadow_vertical_length_tablet=”0px” header_3_text_shadow_blur_strength_tablet=”1px” header_4_text_shadow_horizontal_length_tablet=”0px” header_4_text_shadow_vertical_length_tablet=”0px” header_4_text_shadow_blur_strength_tablet=”1px” header_5_text_shadow_horizontal_length_tablet=”0px” header_5_text_shadow_vertical_length_tablet=”0px” header_5_text_shadow_blur_strength_tablet=”1px” header_6_text_shadow_horizontal_length_tablet=”0px” header_6_text_shadow_vertical_length_tablet=”0px” header_6_text_shadow_blur_strength_tablet=”1px” box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” global_colors_info=”{}”]<\/p>\n

Get a complimentary opinion today when you complete the Free Portfolio Risk Analysis<\/strong><\/p><\/blockquote>\n

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[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ text_orientation=”center” z_index_tablet=”0″ text_text_shadow_horizontal_length_tablet=”0px” text_text_shadow_vertical_length_tablet=”0px” text_text_shadow_blur_strength_tablet=”1px” link_text_shadow_horizontal_length_tablet=”0px” link_text_shadow_vertical_length_tablet=”0px” link_text_shadow_blur_strength_tablet=”1px” ul_text_shadow_horizontal_length_tablet=”0px” ul_text_shadow_vertical_length_tablet=”0px” ul_text_shadow_blur_strength_tablet=”1px” ol_text_shadow_horizontal_length_tablet=”0px” ol_text_shadow_vertical_length_tablet=”0px” ol_text_shadow_blur_strength_tablet=”1px” quote_text_shadow_horizontal_length_tablet=”0px” quote_text_shadow_vertical_length_tablet=”0px” quote_text_shadow_blur_strength_tablet=”1px” header_text_shadow_horizontal_length_tablet=”0px” header_text_shadow_vertical_length_tablet=”0px” header_text_shadow_blur_strength_tablet=”1px” header_2_text_shadow_horizontal_length_tablet=”0px” header_2_text_shadow_vertical_length_tablet=”0px” header_2_text_shadow_blur_strength_tablet=”1px” header_3_text_shadow_horizontal_length_tablet=”0px” header_3_text_shadow_vertical_length_tablet=”0px” header_3_text_shadow_blur_strength_tablet=”1px” header_4_text_shadow_horizontal_length_tablet=”0px” header_4_text_shadow_vertical_length_tablet=”0px” header_4_text_shadow_blur_strength_tablet=”1px” header_5_text_shadow_horizontal_length_tablet=”0px” header_5_text_shadow_vertical_length_tablet=”0px” header_5_text_shadow_blur_strength_tablet=”1px” header_6_text_shadow_horizontal_length_tablet=”0px” header_6_text_shadow_vertical_length_tablet=”0px” header_6_text_shadow_blur_strength_tablet=”1px” box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” global_colors_info=”{}”]LPL Financial and Linea Private Wealth Management do not offer tax or legal services.
\n[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_fullwidth_image src=”https:\/\/advisors1.bradcable.com\/lineaprivatewealthmanagement\/wp-content\/uploads\/sites\/142\/2022\/01\/iStock-1287562296-1.jpg” _builder_version=”4.16″ vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ z_index_tablet=”0″ box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” global_colors_info=”{}”][\/et_pb_fullwidth_image][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ width=”50%” width_tablet=”” width_phone=”80%” width_last_edited=”on|phone” module_alignment=”center” z_index_tablet=”0″ box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Ready to Fine-Tune Your Drive? ” module_class=”form_forminator” _builder_version=”4.16″ header_text_align=”center” header_font_size=”50px” header_line_height=”1.2em” vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ text_orientation=”center” header_font_size_tablet=”” header_font_size_phone=”40px” header_font_size_last_edited=”on|phone” z_index_tablet=”0″ text_text_shadow_horizontal_length_tablet=”0px” text_text_shadow_vertical_length_tablet=”0px” text_text_shadow_blur_strength_tablet=”1px” link_text_shadow_horizontal_length_tablet=”0px” link_text_shadow_vertical_length_tablet=”0px” link_text_shadow_blur_strength_tablet=”1px” ul_text_shadow_horizontal_length_tablet=”0px” ul_text_shadow_vertical_length_tablet=”0px” ul_text_shadow_blur_strength_tablet=”1px” ol_text_shadow_horizontal_length_tablet=”0px” ol_text_shadow_vertical_length_tablet=”0px” ol_text_shadow_blur_strength_tablet=”1px” quote_text_shadow_horizontal_length_tablet=”0px” quote_text_shadow_vertical_length_tablet=”0px” quote_text_shadow_blur_strength_tablet=”1px” header_text_shadow_horizontal_length_tablet=”0px” header_text_shadow_vertical_length_tablet=”0px” header_text_shadow_blur_strength_tablet=”1px” header_2_text_shadow_horizontal_length_tablet=”0px” header_2_text_shadow_vertical_length_tablet=”0px” header_2_text_shadow_blur_strength_tablet=”1px” header_3_text_shadow_horizontal_length_tablet=”0px” header_3_text_shadow_vertical_length_tablet=”0px” header_3_text_shadow_blur_strength_tablet=”1px” header_4_text_shadow_horizontal_length_tablet=”0px” header_4_text_shadow_vertical_length_tablet=”0px” header_4_text_shadow_blur_strength_tablet=”1px” header_5_text_shadow_horizontal_length_tablet=”0px” header_5_text_shadow_vertical_length_tablet=”0px” header_5_text_shadow_blur_strength_tablet=”1px” header_6_text_shadow_horizontal_length_tablet=”0px” header_6_text_shadow_vertical_length_tablet=”0px” header_6_text_shadow_blur_strength_tablet=”1px” box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” global_colors_info=”{}”]<\/p>\n

Ready to Fine-Tune Your Drive? <\/h1>\n

Download the Linea Roadmap\u00ae<\/sup> for an overview of Life\u2019s Mile Markers and see how we can help you prepare for a smoother ride.<\/p>\n

<\/div><\/form>
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The Journey of a Lifetime Are you ready for a financial plan that\u2019s as unique as you are? We would love to help you experience true wealth. True Wealth Means More Than Numbers At Linea Private Wealth Management, we intrinsically understand the issues successful families, professionals, and retirees face when managing their resources. 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