Resources and Team
Private Capital Solutions Group is a financial services firm whose representatives offer comprehensive financial planning through Lincoln Financial Advisors Corp., a member of Lincoln Financial Group.
Based in the Philadelphia, PA region, Lincoln Financial Group is the marketing name for the Lincoln National Corporation (NYSE: LNC) and its affiliates. The flagship company, The Lincoln National Life Insurance Company, was founded more than a century ago and has a heritage of helping people find solutions to their financial challenges.
Lincoln Financial Group is one of the largest financial services companies in the country and a proven industry leader.
Through Lincoln Financial Advisors, Private Capital Solutions collaborates with a premier team of knowledgeable and talented business transition, wealth management and wealth transfer specialists to develop strategies and tactical solutions to help our clients toward achieving their financial goals. This team level approach to our planning process can help our clients holistically address their complex planning needs.
We work exclusively with high net worth business owners, families and individuals and have developed a thorough understanding of the unique problems and opportunities that you may confront.
Through Lincoln Financial Advisors, Private Capital Solutions Group has access to the following tax, legal and estate planning associates to assist clients in developing business succession, continuation, investment and wealth transfer strategies.
- Robert E. Appel, JD*, LLM, MBA
- Rich E. Austin, J.D*., LLM, CRPC®
- Joseph Flynn, JD*
- Donna L. Rowan, JD*, LLM
- CPA’s and JDs with the firm do not provide legal or accounting services on behalf of Lincoln Financial Advisors Corp.
- Stephen Miller
- Craig Hammer, MSM
Sagemark Private Wealth Services
- Dan Prisciotta, CPA,* CFP, PFS, ChFc
- *Licensed, not practicing.
McLaughlin Asset Management, Inc.
- 20 E. Redman Ave., Haddonfield, NJ 08033
- Michael McLaughlin, CFP®, CRPC®
McLaughlin Asset Management is not an affiliate of Lincoln Financial Advisors Corp.