Competitive
ProductsHighly Independent
We find highly independent financial professionals tend to provide a wide array of products and services to their clients. With the growth of the ensemble practice, where several professionals are working together to solve disparate challenges faced by the investing public, it is crucial that your Financial Wealth Management firm supports all facets of financial planning.
Our financial professionals are our family and we believe in sharing ideas, and learning from industry leaders and successful peers thoughout SSN.
Highly Independent
We find highly independent financial professionals tend to provide a wide array of products and services to their clients. With the growth of the ensemble practice, where several professionals are working together to solve disparate challenges faced by the investing public, it is crucial that your Financial Wealth Management firm supports all facets of financial planning.
Our financial professionals are our family and we believe in sharing ideas, and learning from industry leaders and successful peers thoughout SSN.
The Value of Independence
Advanced Planning
Expert knowledge and guidance focused solely on the specific needs of your high net worth clients. Areas of expertise include estate planning, business planning, life insurance, charitable planning, and employer plan consulting among others.
Fixed Income
A full-service fixed income desk dedicated to serving the needs of our financial professionals. The fixed income market remains a negotiated market where yields and process may be improved through the expertise of professional traders. Collaboration with the Fixed Income trading team allows access to portfolio reviews, custom designed bond ladders, and other solutions that may maximize return and minimize risk for your client’s fixed income holdings.
Highland Annuity
Highland Capital Brokerage
Asset Management
An SEC-registered investment advisory firm serving individuals, families, foundations, endowments, retirement plans and profit-sharing plans, our asset management affiliate delivers personalized strategies and a full range of investment solutions, complemented by unmatched service and support to assist in the sales process.
Ladenburg Thalmann & Co. Inc.
Practice Management
Helping financial professionals own and manage more efficient and profitable practices through industry-leading coaching, consulting, and training programs including one-on-one coaching, succession planning, acquisition expertise and support, group coaching programs, and business building guides, tools, and templates.
Premier Trust
An financial professional-friendly trust company providing only administrative services, allowing financial professionals to maintain the role of asset manager for trust assets. Once thought of as a solely a solution for the super wealthy, trusts are increasingly being used by mass affluent investors for wealth transfer and asset protection.