At Linea Private Wealth Management, we understand the complex challenges successful families, retirees and business owners face when it comes to properly managing their wealth. Beyond the numbers, we approach our clients with compassion and with only one desire—the desire to do our best work, without thought of pay.Our job is to assist you in making financial and investment decisions that positively impact your family now and in the future. We’ve built a team of specialists who can work with you in whichever area(s) you need assistance. From comprehensive planning to insurance reviews to investment management, we have the core competence necessary to help you move forward with confidence.Specialties: Asset Management, Wealth Management, Portfolio Construction, and Investment Advice.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment advice offered through IFG Advisory, LLC, a registered investment advisor. IFG Advisory, LLC and Linea Private Wealth Management, LLC are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am/we are registered to do business, please visit www.lineawealth.com