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GCB Private Wealth has selected Charles Schwab & Co., Inc. (Schwab) as primary custodian for our clients’ accounts. Schwab is a leading custodian servicing the Registered Investment Advisor community. Having your investments at Schwab means your portfolio benefits from cutting-edge technology, outstanding client service, seamless account integration.
Important Custodial Disclosure: GCB Private Wealth is an independent investment adviser and is not owned by, affiliated with, or supervised by Charles Schwab & Co., Inc. (“Schwab”). Schwab neither endorses nor recommends GCB Private Wealth. Schwab does not endorse or recommend the investment strategy of any advisor. Schwab is a registered broker-dealer and a member of SIPC. Schwab is not affiliated with GCB Private Wealth or any advisor whose name appears on this Website. Schwab provides custody, trading, and operational support services to independent investment advisers. The information contained in the GCB Private Wealth website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities. |
RightCapital is our 24/7 financial planning portal. Here you can securely share documents, see your financial planning projections, review your up-to-the-minute net worth. Together we can run an analysis of your investments, cash flow, debt, college savings, student loans, & social security to see if your tracking to your goals.
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Lets get together. If your in the Austin, TX lets meet face to face. Don't worry we understand how busy you are and will happily come to you.
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Want to meet but live outside of Austin or maybe your traveling or temporarily in a different location (or in the middle of a tour). Don't worry with modern technology (we prefer Zoom Conferencing) we can have a remote meeting.
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