As an independent Wealth Empowerment Firm, We are able to provide you with custom financial advice and a set of best-fit, investment solutions designed to help you achieve your goals. We are not obligated to promote any particular products, proprietary offerings or make referrals for other services. That means you can feel confident knowing that the recommendations we provide to you are based on your unique needs.
However, independence doesn’t mean that we are alone. In fact, there’s a highly symbiotic relationship operating quietly, efficiently and seamlessly in the background that makes certain we can provide for all your financial needs — now and in the future
Kestra Financial is comprised of two affiliates: Kestra Advisory Services, A registered Investment Advisor (RIA), and Kestra Investment Services, A Broker-Dealer. An RIA is responsible for providing investment advice and acting as a Fiduciary in financial matters. A Broker-Dealer supports Independent Financial Advisors by facilitating trades according to a client's instructions.
We choose to partner with Kestra Financial, because they provide the necessary technology platforms, infrastructure and compliance support that independent financial advisors need to facilitate investments, transactions and processing on behalf of their clients. That relationship provides Well-Traveled Wealth with daily access to top subject-matter experts and service providers across a wide range of financial products and services.
Fidelity Clearing & Custody Solutions® provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to $3.1 trillion.
Fidelity Clearing & Custody Solutions® is a service provider to Well-Traveled Wealth. FCCS provides clearing, custody and other brokerage services to us through National Financial Services LLC. (Member NYSE, SIPC) Working with Fidelity Clearing & Custody Solutions® gives us access to a wide range of products and services that can help us serve the needs of our clients. Accounts are carried by National Financial Services LLC, a Fidelity Investments company and a Member of NYSE and SIPC.
Fidelity Investments is an independent company, unaffiliated with Well-Traveled Wealth. Fidelity Investments is a service provider to Well-Travelled Wealth. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Well-Traveled Wealth and does not guarantee or assume any responsibility for its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
Ash Brokerage is an insurance Brokerage General Agency (BGA). They work with financial professionals who are licensed to sell insurance, such as wealth managers, financial planners, and registered investment advisors. Ash Brokerage manages the pre-sale and application process, leveraging their relationships with insurance companies in order to find the product that best fits your needs. Ash Brokerage represents more than 80 top-rated carriers, rather than just one. Each carrier has products with unique options and niches. We work with Ash Brokerage to find the solution that is best for you.