Meet Our Team
Back Bay + Charles Schwab
A trusted partnership with the #1 custodian in the world
Charles Schwab provides custodial services to 15,000 independent advisors who oversee $4.2 trillion dollars in client assets. Schwab has been in the independent custody business for 35 years and is a tireless advocate and leader for the independent business model and advisor. Its an easy choice for us to partner with the number one firm who is known for their low cost brokerage, security, and best in class service. Our clients deserve nothing less.
Charles Schwab provides clearing, secure custody, or other brokerage services to Back Bay Financial Planning & Investments, LLC through Charles Schwab & Co, member SIPC
Working with Charles Schwab gives Back Bay access to a wide range of institutional products and services at a low cost so we can effectively serve the needs of our clients.
Through our relationship with Charles Schwab and Orion, you’ll receive a simplified, consolidated experience to easily view your custom investment strategy, positions, and transactions across your accounts.
