Broker Check

Fidelity

About Fidelity

Fidelity stands out as a powerful financial custodian due to its robust suite of services, unwavering commitment to security, and extensive expertise in custodian of assets. With a strong history spanning decades, Fidelity has earned a reputation for reliability and innovation in the financial industry. Its comprehensive range of investment options caters to diverse investor needs. Fidelity's comprehensive security measures, including encryption and multi-factor authentication, instill confidence in users entrusting their assets to its custody. Combined with a track record of delivering strong investment returns and a forward-thinking approach to technology, Fidelity is a custodian extremely capable of safeguarding your wealth effectively.

With that said, what is the relationship between Puzzle and Fidelity?  Candidly, our team uses Schwab and Fidelity as alternative options when LPL Financial is not the best fit for a particular situation. Typically, this might be an advisor who wants to join our team but not interrupt their clients' experience. Separately, offering multiple custodial options allows our team to stay on top of the latest evolution in client solutions to keep us focused on our mission: to bring the best option to you and your family. At the end of the day, Fidelity custodies your investment holdings, so that you can feel confident your assets are secure.  In turn, Puzzle pays a portion of your annual management fees to Fidelity for this service.  


Fidelity, Puzzle Wealth Solutions and LPL Financial are separate entities. 

About Fidelity

Learn more

Why Fidelity

Learn more