True Wealth Advisory Group has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts.

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.”

Schwab has more than 30 years of experience serving independent advisors. Schwab was a pioneer in recognizing and serving the needs of independent, fee based investment advisors and their clients.

By using Schwab as primary custodian, True Wealth Advisory Group has access to a wide range of products and services that help us serve our clients, including:

  • Full range of investment products and trading services
  • Technology and service support
  • Wide array of investment account types including retirement accounts, charitable giving, and education accounts
  • Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments.
  • Separately managed account services for those who want to leverage the expertise of institutional-caliber money managers who specialize in particular investment styles.
  • Technology and service support so investors can access all their accounts online and view positions, balances and account histories in one place.

The product offerings referenced on this website are subject to investment risk including the potential loss of principal.

True Wealth Advisory encourages investors to contact us for more information to determine what investment services or products are suitable for their investment objectives.