Home Alts News Former Wells Fargo Advisors with $240 Million in Assets Joins LPL Financial

Former Wells Fargo Advisors with $240 Million in Assets Joins LPL Financial

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors Bruce Pienton and Scott O’Mara have launched a new independent practice, Bridgewright Wealth Partners, through affiliation with LPL Strategic Wealth Services.

The advisors, formerly affiliated with Wells Fargo Advisors, reported having served approximately $240 million in advisory and brokerage assets.

Based in Grand Rapids, Pienton and O’Mara are Michigan natives with a collective of more than 60 years of industry experience, guiding families and business owners through the challenges of growing, maintaining and passing along wealth to heirs and causes they care about. They are joined by Bradley Day, director of client relations.

“It’s our goal to help clients through the minefield of emotions and misinformation concerning investing and wealth management,” Pienton said. “We believe an investment portfolio should work cohesively with a client’s goals, tax strategies, estate plan, income needs, philanthropic goals and gifting. We work closely with other professionals to make sure that everyone is working towards these common goals for the client.”

LPL supports more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.

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