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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.
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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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