To be able to focus on your needs, cSquared Wealth relies on business partners to provide key support and services behind the scenes. Learn more about our key relationships below.
National Financial Services LLC (NFS)
NFS, a Fidelity Investments company, serves as the primary custodian of our clients’ accounts, provides trade execution, clearing, safekeeping and other related services.
Sunbelt Securities, a member of FINRA and SIPC, is a Texas-based independent securities Broker/Dealer and Registered Investment Advisor. Combined, the principals of the firm have more than 150 years of experience in the financial industry. Sunbelt Securities facilitates the cSquared Wealth interactions with NFS and provides back office services including compliance with financial services regulations. For more information, visit www.sunbeltsecurities.com.
eMoney is an innovative provider of FinTech solutions. cSquared Wealth utilizes their industry leading financial planning software to facilitate our planning process and create a more collaborative client experience. Learn more about eMoney at www.emoneyadvisor.com.
Blueleaf is a leading player in account aggregation client portal software. In other words, their offering helps clients see all of their accounts in one spot. cSquared Wealth believes that good decisions start with a view of the whole picture, and Blueleaf gives us a good vantage point. Find out more about Blueleaf at www.blueleaf.com.