Header Image

Charles Schwab & Company

Client assets are held at Charles Schwab & Company, Inc., a top-tier brokerage and banking corporation. All accounts are held at Charles Schwab in the client’s name, ensuring clients remain in complete control of their own assets while Tandem directs the investment management.

Clients benefit from this relationship by receiving regular monthly statements from Charles Schwab Institutional. They can also securely access and view their accounts via the Tandem website, linked to Charles Schwab’s website.

Charles Schwab and Charles Schwab Institutional are registered trademarks of Charles Schwab & Company, Inc. Tandem Wealth Advisors LLC is a privately owned firm and not employed by or an agent of Charles Schwab & Company, Inc.

Interested in learning more about Tandem’s services?

Tandem Wealth Advisors

Policies | Terms of Use | Partner with Tandem

© 2020 TANDEM WEALTH ADVISORS LLC | 1850 N CENTRAL AVENUE, SUITE 330 | PHOENIX, AZ 85004 | 602-297-8600