WHO WE PARTNER WITH
Simplicity Investments serves as our primary Broker/Dealer with settlement through NFS WealthScape (Fidelity).
Simplicity Investments provides a comprehensive suite of investment and insurance solutions designed to meet the diverse needs of our clients. An extensive team of compliance professionals to ensure adherence to fiduciary obligations.
Simplicity Group is a leading partner for advisors, financial institutions, and consumers by delivering the best combination of wealth accumulation and financial protection products. As one of the fastest growing partnerships in the financial services industry, Simplicity offers us an unrivaled array of tools and technologies to grow and protect wealth. Their platform includes 75 insurance companies covering the full range of insurance solutions - life, disability, long-term care and business continuity insurance as well as annuities.
As a registered RIA, TLG Advisors provides us with a comprehensive platform of investment options to achieve an asset allocation solution most appropriate to accomplish a client’s goals. This includes equities, fixed income, ETFs and alternatives.
Charles Schwab is our primary custodian for managed accounts, however, our platform allows clients to choose an alternative custodian if preferred (Fidelity, BNY Mellon | Pershing, TD Ameritrade, Interactive Brokers).
See The “Company” we keep
