Broker Check

Access to Multiple Custodians

Choice of Custodians:

At Success Wealth Management we offer our clients the option to have their assets held at some of the most respected, recognized, and customer-centered custodians in the industry.  We strongly believe that partnering with institutions such as LPL Financial, Fidelity Investments, Charles Schwab, TD Ameritrade, and Pershing provides our clients the following benefits:

  1. Control: Your account is always in your name so that you maintain control of your money at all times
  2. Service: We have a dedicated trading desk and service group working diligently to provide the best service to our clients
  3. Options: Provides our clients with choices of where they may want to have their assets held. 
  4. Comprehensive Money Managers: Through our access to these custodians, our clients are able to work with some of the best institutional money managers in the world
  5. Transparency: There is no fee sharing agreement between Success Wealth Management and your chosen custodian for participation in their Institutional Services



Third party services providers listed are not affiliated with Independent Financial Partners, Success Wealth Management or LPL Financial.