Everett Wealth Solutions, Inc. (EWS) offers fee only fiduciary financial planning and asset management inside a 4-Step Process. Together, we help you create your personal wealth solution.
You either invest your money to increase its value or generate income, and sometimes a mixture of both. Although your investment goals may be achievable over the long-term, short-term volatility can have a profoundly negative effect on your financial position and peace of mind . . . especially in retirement. That’s just another reason why proper planning and wise money management is so important.
Investor Choice and Risk Potential
What Is a Custodian?
A custodian is a financial institution that has certain regulatory responsibilities for assets in a customer’s brokerage account. EWS as a registered investment advisor, is required to have a custodian. Investments that you entrust to our firm are placed in custody with TD Ameritrade Institutional and Interactive Brokers – two of the largest clearing providers in the industry. A clearing firm is an organization that, among other things, handles the execution, clearance, and settlements of transactions. When you’re selecting your financial advisor, considering who your advisor uses to custody your investments can be critical.
With TD Ameritrade Institutional and Interactive Brokers, EWS is able to offer the flexibility to invest in variety of ways.
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