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About Schwab

For more than 40 years, The Charles Schwab Corporation has been an advocate for individual investors and the financial professionals who serve them.  Their best-in-class technology, resources, and support are designed to help advisors meet — and exceed — client expectations. Schwab's scale and reputation gives our clients confidence and a sturdy custodial foundation.  They are committed to long-term financial health, and they hold themselves to the highest standards of security when it comes to safeguarding your assets. 

With that said, what is the relationship between Puzzle and Schwab?  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, Schwab 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 Schwab for this service.

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

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