INVESTMENT SERVICES

GUIDE LONG-TERM FINANCIAL GOALS

Build an investment portfolio based on your risk preferences and savings timeline.

INVESTMENT SERVICES

Silver State Wealth Management, through LPL Financial, offers access to a diverse assortment of investment vehicles and strategic services to support your financial plans. A knowledgeable representative can help you develop a comprehensive plan to manage and diversify1 your assets.

RETIREMENT PLANNING

Design an investment strategy that fits your retirement goals.

INVESTMENT PORTFOLIO ANALYSIS

Monitor investment performance and make adjustments as needed.

ASSET MANAGEMENT

Strive to preserve and manage assets with the guidance of a professional advisor.

ESTATE PLANNING

Effectively prepare to transfer wealth from generation to generation.

Silver State Wealth Management

To discuss your existing Investment Accounts with an LPL Investment Advisor Representative, please call 833-921-4685.

Check the background of investment processionals associated with this site on FINRA’s Broker Check.

Disclosures

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.  Silver State Schools Credit Union and Silver State Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Silver State Wealth Management, and may also be employees of Silver State Schools Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Silver State Schools Credit Union or Silver State Wealth Management. Securities and insurance offered through LPL or its affiliates are:

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

1There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Silver State Schools Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

LPL Financial Form CRS