Secure. Independent. Trusted.
At Advanced Wealth Management, we operate as an independent Registered Investment Adviser (RIA) with a fiduciary commitment to our clients. Free from sales incentives or brokerage conflicts, we provide objective guidance while Charles Schwab & Co., Inc. — one of the most trusted custodians in the financial industry — securely safeguards your assets.
Contact UsWhy We Custody With Charles Schwab
Institutional strength. Independent transparency.
Charles Schwab is a leading custodian for independent RIAs, serving millions of investors with industry-leading technology, service, and security. As our independent custodian, Schwab provides:
- Institutional-grade security for your financial accounts
- Daily online access to your investments via Schwab’s secure platform
- Dedicated support and robust reporting tools
- Segregation of duties — AWM advises your investments, Schwab safeguards your assets
This structure ensures full transparency, safety, and checks and balances, empowering you to benefit from fiduciary guidance while maintaining custody with a trusted third party.
Your Assets, Your Control
Transparency and access — always in your hands.
While we manage your investment strategy, your accounts remain solely in your name. Schwab’s custodial role means:
- AWM cannot withdraw funds without your authorization
- You receive monthly Schwab statements and have real-time access via Schwab Alliance
- All trade confirmations and fund transfers are independently tracked
An Added Layer of Trust
Security. Transparency. Confidence.
Our selection of Charles Schwab reflects our commitment to security, transparency, and independence. It also means you benefit from a seamless experience—combining personalized, fiduciary advice from AWM with the institutional custody, technology, and protection of Schwab.
Want to know more about how Schwab safeguards your assets?
Visit Schwab Alliance or speak with your advisor today.