Account View

Choice of Custodians

Independence. Flexibility. Transparency.

At Wealth Advisors Who Care, we believe clients deserve both personalized advice and the security of working with respected institutional custodians.

That is why client assets are held directly with some of the most recognized and trusted custodians in the financial industry, including:

Charles Schwab
Fidelity Investments
Pershing

By partnering with leading custodians, we help provide clients with institutional-level resources, account security, and flexibility — while still delivering the personalized service of an independent boutique wealth management firm.

Why This Matters to Our Clients

Control

Your accounts remain in YOUR name at all times.

You maintain direct ownership and control of your assets, providing an additional layer of transparency and confidence.

Service

Our clients benefit from access to experienced custodial support teams and dedicated trading and service professionals working to help ensure timely and efficient account support.

Combined with our boutique advisory experience, this creates a higher level of personalized service and responsiveness.

Flexibility & Choice

We believe clients should have options.

Rather than limiting you to one institution, we provide flexibility in choosing the custodian that best aligns with your preferences, account needs, and overall financial strategy.

Access to Institutional Investment Resources

Through our custodial relationships, clients gain access to:

Institutional-caliber investment platforms
Professional portfolio management resources
Third-party money managers
Advanced investment and retirement planning solutions

This allows us to build customized strategies designed around your goals and risk tolerance.

Transparency

Transparency is one of our core values.

There are no fee-sharing arrangements between Wealth Advisors Who Care and your selected custodian related to participation in institutional services.

Our focus remains on providing objective fiduciary guidance that aligns with your best interests.

Secure Technology & Account Access

Clients also enjoy convenient digital access to their accounts, including:

Online account viewing
Performance reporting
Secure document access
Mobile accessibility
Account statements and confirmations directly from the custodian

This combination of institutional security and personalized advisory service helps provide confidence, clarity, and convenience throughout your financial journey.