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.

Northern Virginia Wealth Management, LLC (“NVWM”) is a ”doing-business-as” name for NobleBridge WealthTM Management, LLC (“NBWM”). NBWM is a registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Information about the qualifications and business practices of NBWM is also available on the SEC’s website at www.adviserinfo.sec.gov. NBWM only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Offering of asset management services through NBWM, pursuant to a client investment advisory agreement. The information in this website has not been approved or verified by the U.S Securities and Exchange Commission (“SEC”) or by any state securities authority.

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.

Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the 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 NBWM. 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. NBWM and Interactive Brokers are independent of each other and are not owned by or affiliates of one another.