Charles Schwab is the custodial partner for Delta Wealth Solutions
Charles Schwab is the custodial partner for Delta Wealth Solutions
At Delta Wealth Solutions, the partners know the type of experience they want to provide clients. Charles Schwab provides the right partnership to help them achieve this mission. Charles Schwab has been serving clients across the United States for decades. As of February 2023 Charles Schwab custodies $7.4 trillion in client assets.
Data Security
The
Asset Protection Guarantee states that if a client were to lose cash or securities from an account due to unauthorized activity, the custodian will reimburse that client for the cash or shares of securities lost. Please see the websites listed for more information.
https://www.schwab.com/schwabsafe/security-guarantee
Independence
As an independent RIA, our advisors choose what products clients need, not a corporate home office. In fact, our advisors have a fiduciary responsibility to choose the solutions in the best interest of their clients.
Expertise
Schwab provides our advisors with a deep bench of research and resources. From fixed income trading, model portfolios, and economic research our advisors have all the tools they need to provide exceptional care and service for clients.
