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 Investments® is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, employee benefit programs, and many other financial products and services to more than 32 million individuals and more than 13,000 financial institutions. For more information about Fidelity Investments, visit Fidelity.com.

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.

Charles Schwab

Cyndeo Wealth Partners has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. Charles Schwab & Co, Inc. (“Schwab”) has more than 30 years of experience serving independent advisors. Schwab was a pioneer in recognizing and serving the needs of independent, fee-based investment advisors and their clients. Since 1987, Schwab has provided independent advisors with the platform, products, programs and resources they need to serve their clients and grow their businesses efficiently and effectively.

These materials have been independently produced by Cyndeo Wealth Partners. Cyndeo Wealth Partners is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Cyndeo Wealth Partners provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.