Where are my investment assets held?

Your investment assets are held with Charles Schwab, an independent third-party custodian, rather than directly by Piece of Wealth Planning. The custodian is responsible for safeguarding your assets, providing account statements, and processing transactions within your accounts.

Eligible securities held at a SIPC-member brokerage firm may receive SIPC protection up to applicable limits if the brokerage firm fails and customer assets are missing. SIPC protection does not protect against declines in the market value of your investments.

We believe using an independent custodian provides an important layer of separation and transparency between the financial advice we provide and the institution that holds your assets.