LPL Financial has recruited a trio of financial advisors in Southern California who managed a $1 billion book of business at Osaic.
The practice, known as Salient Wealth Planning Group, is run by its founder, John Schlatter, alongside advisors Robert Rojano, Alec Hoag and Michael Madden.
Based in Manhattan Beach, the firm provides clients with customized investment strategies, financial planning and wealth preservation services emphasizing tax efficiency and wealth transfer through multiple generations.
The Salient team selected LPL for its “advanced capabilities and commitment to providing exceptional customer service experiences,” Schlatter said in a statement.
“The foundation of our business is built on value-added consulting and meticulous planning,” Schlatter said. “To perpetuate this legacy, we require a stable partner to meet this standard through superior customer service and technology.”
Schlatter also noted that LPL’s status as a Fortune 500 company puts both the business and its clients in a better position for a more successful future.
“Most of our clients have been with us for more than 20 years, and we are excited to continue enhancing their experiences over the next 20 years,” he said.
Scott Posner, LPL executive vice president for business development, said the firm looks forward to supporting Salient’s vision by providing “elevated services and integrated technology to help them remain competitive in the evolving wealth management landscape.”
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