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Triad Advisors partners with Prestige Wealth Management Group


New Jersey-based, Prestige Wealth Management Group has joined Triad Advisors, a subsidiary of Ladenburg Thalmann Financial Services, as an independent branch office.

Formerly with LPL Financial, Prestige Wealth Management Group provides comprehensive wealth management advice to more than 400 client families with approximately USD615 million in client assets. The company’s management team has more than 70 years of combined experience.

"Triad’s relationship with the top investment banking, asset management and trust service firms of Ladenburg Thalmann will help us meet the needs of our high net worth clients," says Roy Williams, ChFC, who co-founded Prestige Wealth Management Group with Steven Linden, CPA/PFS, in 1994.

"We are thrilled to have Prestige Wealth Management join Triad Advisors and the Ladenburg family. We look forward to helping Roy and Steve continue to serve their clients and build their business," says Mark Mettelman, President and CEO of Triad.


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