Broker Check

About Emerald Wealth

Client Centered

Inspired by Emerald Bay near Lake Tahoe, one of the most photographed places in the world but with its winding treacherous road, it can be complicated to get to. Here at Emerald Wealth we want to help you stay organized on the winding road that is life in an effort to get you to the beautiful panoramic scenes and pristine views. Our goal is bringing you stability, freedom, and order to your portfolio with comprehensive financial planning to help ensure confidence. Whether you’re focused on retirement, acquiring new wealth or newly single, we are committed to helping you organize your new chapter. 

LPL Financial - Our Broker Dealer

LPL Financial has been serving the financial needs of families, individuals and businesses for more than 30 years, Jessica proudly selected LPL Financial as her broker dealer. That means that when your financial professional partners with LPL, they have the freedom to focus solely on your objectives and financial goals. They’re free to build their own personal relationships with their clients. Free to choose the business model and practices that work best for them. And free to recommend only the investment strategies that they believe will best serve you.

Our Process

At a time when few paid attention to the
concept of financial planning, Private
Ledger founder Bob Ritzman sought to
offer a large group of mutual funds and
securities to financial professionals—
without pushing a particular product. And
when Todd Robinson purchased Linsco
in 1985, he was anticipating the growing
desire for owning and running independent practices—which proved true during the aftermath of the stock market crash in October 1987.

Our History

More than 30 years later, this guiding
principle remains—but has expanded far
beyond the investment services offered.
Alongside the constant pace of change in
the financial services industry and the world
around us, LPL has evolved its technology,
operations, risk management, professional
services, and business consulting—while
continuing to innovate its investment
management services and platforms.

Our Values

LPL actively works to be one of the most
diverse and inclusive places to do business
in the industry. We believe that diverse teams, when managed in a culture of inclusion, are more creative, more productive, and better at
problem-solving. 

(08/20)