Our Resource Partners

Proud to be an independent firm, we have the freedom to surround ourselves with best-in-class partners to provide valuable resources and services for our clients.

We have selected Fidelity as the custodian for our clients’ assets, in recognition of the firm’s history, strong institutional reputation and the caliber of the services it makes available to Cyndeo and our clients.

Furthermore, our firm is part of the Dynasty Financial Partners network, one of the industry’s pre-eminent advisor platforms. Through Dynasty, we have access to a full array of capital markets and investment banking capabilities, as well as a vast range of investment research and consulting, advanced technology and proprietary analytical tools, and an online research center.

Fidelity Clearing & Custody Solutions

Fidelity is a family-managed, privately held company with more than 70 years of experience and has assets under administration of $8 trillion, including managed assets of over $3 trillion at Fidelity Clearing & Custody Solutions (as of December 31, 2019). All of your assets will be held at Fidelity.

Dynasty Financial Partners

Dynasty’s fully customizable platform gives Cyndeo Wealth Partners end-to-end business support from a proven team, plus unrivaled access to distinctive products, enabling us to offer our clients more efficient, cost-effective and comprehensive service. Dynasty’s relationships with the world’s best-in-class portfolio managers, research firms and other providers allow us deliver objectivity, transparency and trust.