A Trusted Custodial Partnership with Charles Schwab
At Future Financial Wealth Management Group, we’ve chosen Charles Schwab as our preferred custodian for client assets. For over 35 years, Schwab has partnered with independent investment advisors, offering secure and reliable custody services.
Schwab’s client-first philosophy aligns with our own, providing:
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A wide range of investment solutions
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No asset minimums or custodial fees
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Industry-leading technology
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Uncompromising security standards
Together, you, Future Financial, and Schwab form a powerful partnership—built on trust, transparency, and a shared commitment to your financial success.
Trust & Security
35+ Years of Experience + Over 8 Million Accounts - The Peace of Mind You Deserve
When you choose to work with Future Financial and Charles Schwab, you’re choosing a partnership built on trust, transparency, and security. Together, we follow rigorous internal practices and uphold the highest industry standards to help safeguard your assets. Your protections include:
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The Schwab Security Guarantee
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SIPC coverage for assets with Charles Schwab & Co., Inc.
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Additional insurance through Lloyd’s of London
Strength & Stability
Nearly 15,000 Investment Advisors Served Over $10 Trillion in Schwab Client Assets
We are committed to being your long-term financial resource by maintaining a strong foundation. Click here to explore how we ensure the security of your assets.
Additional account features available for Schwab clients:
Schwab BillPay
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Schwab BillPay is an electronic bill payment service available to Schwab One® account holders. It allows you to receive bills and make payments electronically to nearly anyone in the U.S.—eliminating the need for paper checks and streamlining your bill management.
Schwab One Visa Platinum Debit Card
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The Schwab One Visa Platinum Debit Card is available exclusively to Schwab One account holders and comes with no annual fee. It can be used for everyday purchases anywhere Visa is accepted and for ATM withdrawals worldwide, offering convenience and global access to your funds.
Pledged Asset Account
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A Pledged Asset Account, also known as a collateral account, allows clients to pledge their Schwab brokerage assets as collateral for a line of credit through Schwab Bank. This provides liquidity without the need to sell investments—offering flexibility while keeping your long-term strategy intact.
Paperless Document Delivery
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Paperless document delivery offers a secure and eco-friendly way to receive your financial documents. Instead of traditional mail, you’ll receive statements and communications electronically via email—helping you stay organized and reduce paper clutter.
