703-884-1400 info@nvawm.com

Our Custodian

 

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

Investment advisory representatives offer advisory services as Northern Virginia Wealth Management, LLC (“NVWM”), while affiliated with NobleBridge Wealth™ Management, LLC (“NBWM”), pursuant to a client investment advisory agreement. Additional information about NobleBridge Wealth Management, LLC and its representatives is also available at adviserinfo.sec.gov.

The information in this website has not been approved or verified by the United States Securities and Exchange Commission (SEC) or by any state securities authority. NobleBridge Wealth Management, LLC is a registered investment adviser. Registration of an Investment Adviser does not imply any level of skill or training. The oral and written communications of an Adviser provide you with information about which you determine to hire or retain an Adviser.

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. NobleBridge Wealth™ and its advisory representatives may only conduct business with residents of the states for which they are properly registered or may be operating under a de minimis rule. Neither Northern Virginia Wealth Management and/or NobleBridge Wealth™ and its advisory professionals render tax or legal advice. Please consult your tax and legal advisors for advice concerning your individual circumstances.

NobleBridge Wealth™ and Northern Virginia Wealth Management 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 is 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.

Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including NobleBridge Wealth Management LLC. Interactive Brokers provides execution and clearing services to customers. None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation and assumes no liability to the accuracy or completeness of the information provided on this website. For more information regarding Interactive Brokers, please visit www.interactivebrokers.com.

Each investment firm is independent of each other and are not owned by or affiliates of one another.