Our Promise to You

The financial advisors of Bryson Wealth Management are affiliated with LPL Financial, which is an independent consulting firm. As advisors with LPL Financial we have assembled a team of highly trained professionals to help plan fiduciaries and company sponsors fulfill their obligations in the areas of; fiduciary review, investment policy statement, investment selection, ongoing investment monitoring/review and employee education. Our promise is to create exceptional retirement plan experiences for employers and their employees. We deliver high quality programs by providing services designed to save time, reduce exposure to fiduciary liability, and address both Internal Revenue Service and Department of Labor compliance requirements. Fiduciary services are available in advisory relationships.

Our Retirement Plans contain the following elements:

Investment Due Diligence serves to evaluate your current investment offering in order to ensure that the stated objectives of your investment policy statement are consistently met.

Our Plan Design and Compliance Assistance helps you identify qualified third parties obtain the proper guidance with all plan design, regulatory, and tax compliance issues.

Reliable Employee Communication ensures that your employees receive all the necessary information about their retirement plan in an effort to increase participation and understanding.

Our Commitment goes beyond the traditional role of broker as we provide you with a service that demonstrates years of experience and a vast pool of human capital.

Terms of Service | Legal Notice | Contact Us
Bryson Wealth Management | 3777 Long Beach Blvd., Suite 500 | Long Beach, California 90807 | 562-388-7721 | 562-435-5639 (fax)
Bryson Wealth Management makes no express or implied warranties (including limitation, any warranty or merchantability or fitness for a particular purpose or use) regarding information provided on this site. Any information, forms and applications are provided to users "as is". Bryson Wealth Management will not be liable to any user or anyone else for any interruption, inaccuracy, error or omission, regardless of cause, for the information provided on this site. California License Number 0C57214

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Financial Partners(IFP), a registered investment advisor. IFP and Bryson Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this site may discuss and/or transact securities business with residents of the following states: CA, GA, LA, MA, NC, NJ, NV, OR, TX, UT, WA.