Our Strategic Relationships
Proud to be an independent firm, we have the freedom to surround ourselves with best-in-class relationships 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
Dynasty Financial Partners
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.