Northbound Wealth Management LLC uses Charles Schwab & CO. as the primary custodian for client assets. Monthly statements are generated by Schwab, affording our clients the security of outside verification of their asset values and returns. Clients’ Schwab accounts are covered by SIPC insurance. In addition, Northbound Wealth provides each client a quarterly analysis of their accounts and our advisory performance. Access to these documents and more are available via the client portal located on this site and through our mobile applications on all Apple & Android devices.
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