Financial Services- Financial Planning/Investments
Unlike many Wall Street Firms, we are an independent investment firm, free from inherent conflicts of interest from proprietary product sales, and are able to provide our clients with unbiased advice. As a boutique investment firm nestled in historic Belmont, North Carolina, R.J. Schrift Private Asset Management leverages the largest independent investment firm in the Nation: LPL Financial *. In addition, we are an associate of the Independent Advisor Alliance (IAA), the largest LPL hybrid brach office in the Carolina's. Through R.J. Schrift Private Asset Management, IAA, and LPL Financial our clients utilize a team of industry specialists to get them where they are going based on their current situation, future, feelings, and family dynamics.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, FL, GA, LA, MD, MI, NC, NH, NM, OH, PA, SC, UT, VA. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through R.J. Schrift Private Asset Management, a registered investment advisor. R.J. Schrift Private Asset Management is a separate entity from LPL Financial.