Bellwether Wealth, a comprehensive investment wealth management practice based in Lincoln, is pleased to announce that it has registered Bellwether Advisors, LLC as a registered investment advisor and has selected Charles Schwab & Co., Inc. as custodian of its accounts and assets.
“The shift to Schwab signifies a step forward for our firm,” says Clark Bellin, CIMA, CPWA, CEPA, president of Bellwether Wealth. “It allows us to provide a wider range of products and support to meet our clients’ needs.”
The transition to Schwab will cause no disruption to the processes or operations of Bellwether Wealth. Software upgrades will be implemented, allowing for advisor’s full use of research services, trading software and the highest quality financial planning programs.
“We urge anyone who has questions about this transition to contact our office,” says Bellin. “Client satisfaction always has been and always will be our top priority.”