Business Continuity Plan

Embrace Wealth Management has developed a comprehensive Business Continuity Plan to address events that may significantly disrupt business operations. We operate as a branch of LPL Financial and use cloud-based technology systems, which provide us the ability to continue serving clients from alternate locations in most scenarios.

If a disruption affects only our office location, we expect to resume normal operations within approximately one hour by working from our alternate office location or remotely through our cloud-based systems. For larger-scale disruptions that affect our area or region, recovery time will depend on the availability of internet and telephone services. Our cloud-based operations support continued service from virtually any location with secure internet access.

Your account assets are held by LPL Financial, which maintains its own comprehensive Business Continuity Plan. LPL operates from multiple locations across the United States with backup systems and expects to restore mission-critical systems within approximately four hours of a disruption.

If you are unable to reach Embrace Wealth Management during a significant business disruption, you may contact LPL Financial directly at (800) 558-7567 to access your accounts and place transactions.