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Our Partners

Charles Schwab & Co., Inc. ("Schwab")

Charles Schwab & Co., Inc. ("Schwab")

Unique Wealth Strategies has selected Charles Schwab & Co., Inc. as primary custodian for our clients' accounts. Schwab Advisor Services, which includes the custody, trading and support services of Charles Schwab & Co., Inc. ("Schwab"), is the leading provider of those services to independent investment advisors. By using Schwab as primary custodian, Unique Wealth Strategies has access to a wide range of products and services that help us serve our clients better, including:

  • Full range of investment products and trading services
  • Wide array of investment account types including retirement accounts, charitable giving, and education accounts
  • Technology and service support
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Carson Group Coaching

Carson Group Coaching

Meaningful growth doesn’t happen without personalized accountability and clear direction. Carson Group Coaching and their Executive Business Coaches use all of their content and experience to help empower our team and our firm.

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“These materials have been independently produced by Unique Wealth Strategies. Unique Wealth Strategies 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. Unique Wealth Strategies 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.”