All-Woman Team, NorthShore Financial Strategies, Joins LPL Strategic Wealth Services
Based in
“This is our life’s work and our passion,” said Turcotte, a third-generation financial advisor. “Much like our clients, we wear many hats in our roles as mothers, caregivers and career women. We understand how busy life can be, and want to serve as a resource for clients in financial conversations, and to quarterback their overall financial strategy.”
“We have a holistic approach to understanding each client’s comprehensive needs, and take great pride in creating a plan to help clients work toward their financial goals,” Walker said.
The entire NorthShore team is deeply committed to taking care of their clients, as well as giving back to the community. Walker is a board member for Teen Challenge of the Mid-south Adult Center. Turcotte was also on the board of the Northside Neighborhood House and led worship at a local church before having her two daughters. She also served on industry boards, including the
Enhanced client care with LPL Strategic Wealth Services
Over the last few years, the NorthShore practice has grown significantly and the team recognized the need to find a new wealth management partner to help ensure the same high level of service their clients have come to expect. “We interviewed several firms and determined that the boutique service model of LPL Strategic Wealth Services would be the ideal partnership to serve our clients,” Walker said.
“Not only will this take compliance management off our plates, but it will also allow us to provide an enhanced level of client care by providing additional time for us to focus on our top priority—our clients,” Turcotte said.
LPL Strategic Wealth Services advisors have access to LPL’s integrated wealth management platform and sophisticated resources needed to run a thriving practice, as well as an additional layer of ongoing, personalized support for daily operations and long-term business management. LPL Strategic Wealth Services offers a dedicated team of LPL partners who both consult and execute business tasks. This includes a business strategist, technology partners, a CFO and marketing support, allowing advisors to stay focused on the enduring needs of their client, culture and evolution of their practice.
The move to LPL also gives the NorthShore team the opportunity to enhance their service offerings with the addition of hourly consulting and flat fee financial planning, using integrated financial planning software programs designed to elevate the client experience. “We were impressed with LPL's commitment to building and maintaining relationships, as well as substantially investing in technological solutions that will enhance the depth of planning and client care that we’re able to offer,” Walker said.
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