Based in
“With our family dynamic and service-oriented team, we put clients at the center of everything we do and take a proactive approach to give them the best possible experiences and results,” Sarah said. “We take the time to listen, educate and adjust to help clients understand our recommendations as we guide them through the ever-changing market dynamics.”
Looking for more control over how they operate, as well as the ability to elevate client experiences, the team decided to find a new wealth management partner. They chose LPL because the Strategic Wealth Services offering provides them with the greatest flexibility and choice to build a boutique practice with a concierge service model.
The Grafton team works with several high-net-worth (HNW) multigenerational families and business owners, so it was also important to partner with a firm that offers dedicated HNW resources and customized solutions to support more complex situations, such as advanced estate and philanthropy planning, income tax strategy, trustee services, a robust alternative investment platform, banking and lending solutions and complex life insurance planning.
“This move puts us in a better position to provide highly customized strategies and independent financial advice in our clients’ best interests, outside of corporate pressure,” Dexter said. “LPL provides the confidence and scale as a leading wealth management firm that we know our clients value, as well as an additional layer of personalized, sophisticated support to help us focus on what’s most important: our relationship with clients.”
“We are thrilled to continue the Grafton Wealth legacy by prioritizing our clients’ needs above all else. Their success remains our driving force, guiding every decision and action we take,” Will said. “LPL Financial empowers us to best serve our clients with flexibility to tailor our services to meet each client's unique financial goals and aspirations, ensuring their success remains our top priority."
Not wanting to face all the hurdles of entrepreneurship alone, the team chose to affiliate via LPL’s comprehensive supported independence solution, LPL Strategic Wealth Services (SW). In addition to having access to LPL’s innovative wealth management platform and sophisticated resources, SW advisors benefit from a truly integrated service that includes simplified pricing, technology and dedicated support to launch their practice. Then, after the transition is complete, teams receive ongoing operations support managed by their team of experienced professionals including a business strategist, marketing partner, CFO and administrative assistant. Advisors have one point of contact, a dedicated team and priority access to advocacy and project management for complex business issues, ultimately allowing them to stay focused on the enduring needs of their clients and the culture and evolution of their practice.
Outside of work, the team is deeply committed to giving back to the community and country. Bill's
Sarah was recognized by
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*Value approximated based on asset and holding details provided to LPL from end of year, 2023.
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