Schwab Advisor Services serves independent registered investment advisory firms like ours and includes the custody, trading, and support services of Charles Schwab & Co., Inc. Capital Planning has access to a wide range of investment products, research, and support from a dedicated team. Leveraging these tools helps us develop recommendations that suit the unique investment needs of clients including:
Read more on Charles Schwab: A Winning Relationship How Client Assets are Protected
Envestnet is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. Their open architecture platform encompasses a broad range of institutional-quality research, investment products and advisory resources.
Capital Planning uses a collaborative, strategic approach to wealth management. We serve as the primary wealth advisor, facilitating the cooperation of our clients' key advisors in the wealth planning process. Over the last 30 years, Capital Planning has built long-term trusted relationships with professionals of the following wealth disciplines:
If a client lacks representation in a needed expertise, we can assist in the selection of adding a new advisor to their team.
* These materials have been independently produced by Capital Planning, LLC. Capital Planning, LLC is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates ("Schwab"). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials, nor has Schwab independently verified any of the information in them. Capital Planning, LLC provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
** Capital Planning and Envestnet are not affiliated companies.