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Private Wealth Management in Austin, TX

Resonance Financial

(512) 456-7554

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Are my assets safe?

Posted on: 09.05.14

We never have custody of client assets.  We work with Schwab Institutional who acts as custodian for our clients’ accounts.  Your assets will be safely held in individual accounts in your name.  You receive confirmation from the custodian of all transactions, have online access to your account, and receive paper or electronic statements.

 

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16201 Dodd St., Volente, TX 78641

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