LPL Financial supports launch of Continuity Private Wealth

LPL Financial announced that financial advisors James Debuque and Timothy Baltz have launched a new independent practice, Continuity Private Wealth, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services. They reported having served approximately $1 billion in advisory, brokerage and retirement plan assets and join LPL from Merrill Lynch. Based in Doylestown, Pa., the seasoned advisors partnered nearly 15 years ago to build out a private wealth team focused on helping affluent clients manage sophisticated estate and tax planning, as well as investment issues. They are joined by longtime Chief Operating Officer Wendy A. Fratrik, CRPC, Client Relationship Manager Nicole Ferrara and Wealth Management Associate Lisa Baltz, all whom share their passion for helping people connect pieces of their financial lives to work toward their goals.