At LifePoint Wealth Management, Inc. we recognize that every client is different. Our processes are designed to take a comprehensive objective look at your current financial situation and develop a plan based on solid investment principles resulting in a strategy that is uniquely yours. Managing wealth requires strategies that go beyond mere performance. Our team at LifePoint Wealth Management, Inc. uses a comprehensive holistic, goals oriented approach to investing. Our commitment seamlessly integrates a confluence of key financial disciplines: Financial Planning, Investment Counseling, Estate and Trust Planning, Tax Planning, Risk Management and Asset Protection, Personal Wealth Management and Philanthropic Contributions. We have heavily invested in cutting edge, forward thinking technology to enhance the services that we provide to our clients. Rod believes in utilizing state-of-the-art technology to streamline the efficiency of his office and his clients. Definitely not your typical office, LifePoint Wealth Management, Inc. presents an atmosphere of luxury and comfort for every client to enjoy. LifePoint Wealth Management, Inc. believes in a client-centric environment focusing on taking as much time as needed to fully educate clients. With boutique firm intimacy we encourage close ongoing contact with all our clients. Securities, Financial Planning and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member SIPC http://www.sipc.org. For a list of states in which we are registered to do business, please visit www.LifePointWealth.com.