Northern Virginia Wealth Management has selected Charles Schwab & Co., Inc. (“Schwab”) as primary custodian for our clients’ accounts. Having Schwab act as custodian for client assets provides us access to a wide range of services that help us serve our clients.
Since 1987, Schwab has provided independent advisors with the platform, products, programs and resources they need to serve their clients and grow their businesses efficiently and effectively.
Charles Schwab & Co, Inc. has more than 20 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-based investment advisors and their clients.
“These materials have been independently produced by Northern Virginia Wealth Management. Northern Virginia Wealth Management is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Northern Virginia Wealth Management provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”
Contact Northern Virginia Wealth Management, LLC
13800 Coppermine Rd, Suite 144 Herndon VA 20171 571-232-6990
The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Neither NBWM or its advisory professionals render tax or legal advice. Please consult your tax and legal advisors for advice concerning your individual circumstances.
NBWM and NVWM are not owned by or affiliated with Charles Schwab & Co., Inc., and its personnel are not employees or agents of Schwab. This website and our independent relationships are not a referral to, endorsement or recommendation of, or testimonial for the advisor or client with respect to its investment advisory or other services. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab. ©Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC.
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