All of our client’s assets are secured at Charles Schwab. Schwab is our custodian, which means that they custody, or hold all of our client’s funds. Rubin Wealth Advisors will never hold a client’s assets. When you become a client, we work together to help you meet your financial goals and then execute those goals by directing Charles Schwab on your behalf.
Schwab provides user-friendly tools that increase your access to your account information, including Schwab’s mobile app, JD Powers’ top-ranked app for investors. That’s the kind of service, support and excellence we can get behind.