Our Relationship with Charles Schwab: Peerless Wealth, LLC has selected Charles Schwab & Co., as primary custodian for our clients' account. Schwab Advisor Services, which includes the custody, trading and support services of Charles Schwab & Co., Inc. (“Schwab”), is the leading provider of those services to independent investment advisors. Learn More
RightCapital: Peerless Wealth, LLC utilizes RightCapital, a software provider offering retirement planning, financial planning, account aggregation, and a document vault that both the advisor and the client have access to. Complete asset allocation of all accounts with all providers is updated daily into a cloud-accessed client accessible plan that can be modified by both the client and the advisor. Personal net worth statement, retirement income planning, and much more are shown in a simplified report.
Aurora Compliance Solutions: Peerless Wealth, LLC has retained the services of Aurora Compliance Services to ensure our communication, marketing, policies, procedures, and registrations all remain compliant with State and Federal regulations.
Capitect Performance Reporting Software: “How am I doing?” is one of the most commonly asked questions we hear from clients. Peerless Wealth utilizes Capitect software for asset allocation reports and performance reporting to accurately answer this questions. All client accounts can be included on a one page report. Beginning value, deposits, withdrawals, and investment performance (rate of return) is all calculated and displayed and can be compared to appropriate benchmarks.
Our Team of Trusted Professionals: Depending on our clients situation, it may be necessary to bring in other professionals into the mix. We have long-term relationships with CPA's, Attorneys, Mortgage specialists, insurance providers, real estate professionals, and other trusted referral sources that we can bring into the mix when appropriate. This gives us the ability to quarterback all of our clients financial needs above and beyond investment management.
