We are an independent wealth management firm focused on serving families of substantial means who wish to maintain a long term relationship with a firm committed to simplifying complex financial and family issues utilizing a process involving each family's chosen advisors to develop and monitor highly specialized strategies designed to enhance family wealth and efficiently transfer that wealth to future generations.
Important Consumer Information:
A broker-dealer, an investment advisor, a BD agent, or IA Representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealer, investment advisor, BD agent or IA Representative, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of a broker-dealer, investment advisor, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
Securities offered through LPL Financial (LPL), member FINRA (www.finra.org) / SIPC (www.sipc.com). Advisory Services offered through Abridge Partners, LLC, a California limited liability corporation and a registered investment advisor. Gene Yates, Phil Younker offer advisory services through Abridge Partners, LLC, a separate Mississippi limited liability corporation and registered investment advisor. Mr. Yates, Mr. Younker and their registered investment advisor are not affiliated with LPL and are not broker dealers.
