LPL today announced that an Ameriprise team that managed $650 million in advisory, brokerage and retirement plan assets has joined its broker-dealer, RIA and custodial platforms in Santa Rosa, Calif.
Apex Private Wealth Advisors, a full-service ensemble practice, was founded in 2017 by Brett Howard and Henry “Hank” DesJardins, a press release said. They, along with Marco Rivera, Brooks Crissey and Ryan Mason, serve as financial advisors at the firm, which specializes in tax planning, retirement planning, estate planning, wealth preservation, charitable giving, insurance and responsible investing for wealthy individuals, families and businesses, according to the release.
“We’ve cultivated many meaningful relationships with clients by offering multigenerational wealth planning, white glove services and high-touch experiences,” Howard said in a statement.
Rivera said that the firm’s growth was a key factor in partnering with LPL, which has a “strong reputation and commitment to supporting independent advisors.
“We felt it was the right time to step away from the franchise model to have more freedom and control in how we operate. The move reflects our growth as an independent practice and our dedication to continually improving our ability to meet our clients’ needs with the latest tools, resources and support.".