Mother/Son Team Join LPL, Gladstone Wealth From Morgan Stanley The new firm Homestead Wealth Management will be based out of Glendale, Ariz. The two advisors have about $150 million in advisory and brokerage assets under management. A mother and son team based out of Glendale, Ariz., is joining LPL Financial through an alignment with Gladstone Wealth Partners, which supports advisors affiliated with the independent broker/dealer. Paulette and Beaux Treguboff’s new independent practice will be called Homestead Wealth Management. Combined, the duo manage about $150 million in advisory and brokerage assets and are joining the broker/dealer from Morgan Stanley. The team focuses primarily on working with "blue collar investors" to build retirement plans. Both mother and son pointed to the independence LPL and Gladstone offered as the main reason for making the move.