Custodial Services through Schwab
Your independent financial advisory team at Napa Valley Financial are the professionals you hire for advice, financial planning, and investment decisions. We act as your guide to manage your investments held at Schwab.
Charles Schwab is the custodian. They provide the secure, regulated infrastructure for holding your securities (stocks, bonds, mutual funds, etc.) and cash. Schwab’s duties include processing trades, sending you account statements, and providing a secure online portal for you to view your accounts.
This custodian model is designed to provide you with peace of mind. It allows Napa Valley Financial to focus solely on managing your wealth, while relying on Schwab's robust security, resources, and institutional strength to safely hold your assets.