Announcement From Our Principals
Frequently Asked Questions
The Pines Wealth Management has selected Charles Schwab & Co., Inc. as the primary custodian for our clients’ accounts. Having Schwab act as custodian for client assets provides us access to a wide range of services to help serve our clients. Charles Schwab & Co, Inc. has more than 30 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-only investment advisors and their clients.