Investment Advisory Services

Strategic Family Wealth Counselors, LLC generally suggests that clients custody their assets at Charles Schwab & Company. However, Strategic Family Wealth Counselors, LLC has no proprietary relationship with Charles Schwab & Company and several of our clients custody their assets with alternative custodians. Our clients retain us on an independent financial consulting relationship in order to review and implement their investment decisions and assist them in meeting their financial goals.

These materials have been independently produced by Strategic Family Wealth Counselors, LLC. Strategic Family Wealth Counselors, LLC is independent of, and has no affiliation with Charles Schwab & Co., Inc. ("Schwab") or Charles Schwab Bank. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Charles Schwab & Co., Inc. conducted any independent verification of the facts and representations underlying these materials.