How Your Assets are Protected

We’ve Got You Covered.

HHM Wealth Advisors partners with Charles Schwab & Co., Inc., to custody your assets.

Schwab is a pioneer in the business of exclusively serving independent, fee-based investment advisors and their clients. Nearly 7,000 Advisory Firms currently look to Schwab as the institution of choice for their affluent clients. More than 1,200 employees at Schwab are dedicated to providing responsive custody, trading and operational support to help your investment advisor deliver quality service to you.

Approximately two million client accounts are custodied at Schwab, representing almost $700 billion in assets managed by Advisory Firms. This should help to provide peace of mind that your money is in good hands, at all times.

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