Three financial advisors with SecondHalf Coach Wealth Management have joined LPL Financial’s broker-dealer and corporate RIA platforms. The team joins from SagePoint Financial, according to a company release.
Latrobe, Pa.-based SecondHalf Coach Wealth Management oversees approximately $210 million in brokerage, advisory and retirement plan assets, the release said.
The firm was formed when longtime financial advisors Bill Urbanik and Tony Slezak merged their practices in 2010. Shortly after, they added another advisor, Jessica Marazza. All three are managing partners and owners.
Urbanik said the team was impressed with LPL’s technology, resources and solutions. “We wanted integrated technology that would improve the operational efficiency of our day-to-day work, and we can manage all those tasks with LPL’s ClientWorks Connected. We can also do trading, change an address or create a model all from one platform,” he said in a statement.
The team is transitioning a significant portion of their managed book to Advisor Sleeve, an investment solution within LPL’s Model Wealth Portfolios platform that helps make money management easier by allowing advisors to act as strategists while outsourcing to LPL tasks such as trading and rebalancing, the release noted.
Urbanik, a nationally credited soccer coach and licensed hockey coach, said the name, SecondHalf Coach Wealth Management, refers to their clients who are typically in the second half of their lives.
The SecondHalf team also founded the nonprofit Go2Goal and its Goal Magazine to promote other entrepreneurs, connecting professionals from various fields to members of the local community, the release noted.