Custodians and Brokers we use - Charles Schwab, Inc.
Loveless Wealth Management LLC does not maintain custody of your assets. Your assets must be maintained in an account at a “qualified custodian”, generally a broker-dealer or bank. When requested to do so by a client or prospective client, we will recommend our clients use Charles Schwab & Co., Inc. (Schwab), a registered broker-dealer, member SIPC, as the qualified custodian. Loveless Wealth Management LLC is independently owned and operated and is not affiliated with Schwab. Schwab will hold your assets in a brokerage account and buy and sell securities as we instruct them to. Each client receives statements directly from Schwab and also quarterly management and performance reports from us.
The Charles Schwab Corporation is an investment and financial planning company that helps the wealthy manage complex portfolios as well as the average investor trying to grow their wealth. The company became the largest discount brokerage house in the United States and has remained a solid player despite the financial crisis that hit during the first decade of the 21st century.
The Chartered Financial Analyst® designation, or CFA charter, has become the most respected and recognized investment credential in the world. To earn the CFA charter you must have four years of qualifying investment work experience, become a member of CFA Institute, pledge to adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct, apply for membership to a local CFA member society, and complete the CFA Program.
The CFA Program is a globally recognized, graduate level curriculum that provides a strong foundation of real-world investment analysis and portfolio management skills along with the practical knowledge you need in today’s investment industry. It also emphasizes the highest ethical and professional standards.
Members have access to a global network of investment professionals that offer diverse perspectives, numerous educational resources that keep them current, and specialized career services that give them an edge.
A CERTIFIED FINANCIAL PLANNER™ is a professional financial planner who has attained one of the highest levels of qualification in the financial services industry. A CERTIFIED FINANCIAL PLANNER™ will look at all aspects of your finances and prepare a plan for you to help you realize your lifestyle, ambitions and goals. This is not about selling you financial products, but instead focuses on your life and goals, and how to implement a strategy to achieve them. Certified Financial Planners follow a code of ethics set by their national professional body designed to ensure that they maintain the highest professional standards.
Enrolled agents (EAs) are America's Tax Experts. EAs are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS.
Chartered Financial Analyst® and CFA® are trademarks owned by CFA Institute.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.