Arv Private Wealth has made an official entry into the financial advisors’ world in San Diego, California with them bringing the support of LPL Financial’s Strategic Wealth Services (SWS) platform. The firm has Christian Reuter, James “Scott” Robinson and Michael Capeder, three elite advisors each bringing over 60 years of financial industry experience, in the lead. The joint they used to belong to was RBC, from where they took $330 million in advisory, brokerage, and retirement plan assets to their new joint venture.
Arv-the name comes from the Danish language and means “legacy” or “heritage”, hence the name of the company which today is a service company that has expanded towards a more holistic approach, that is also tech-integrated, with securing clients through different life stages.
LPL’s SWS model is relevant to this case as it gives Arv Private Wealth the ability to be affiliated with a wide array of resources, such as LPL’s ClientWorks technology, Admin Solutions, and operational support specialists. This collaboration, by enabling the firm to deliver positive and unique client relationships personally, also leads to a benefit from LPL’s infrastructure that is open and the strategic support that LPL provides .
Arv Private Wealth team was heartily greeted by Scott Posner, LPL’s Managing Director of Business Development, with his words, “Please be informed that we have our utmost confidence in your abilities, your team has the freedom to make use of all our resources oft he highest standard and even this is not the end of our support, we can assure you” If you want to learn more about Arv Private Wealth, you can visit the link to their official website: Arv Private Wealth Launches with Support from LPLStrategic Wealth.