World-class partners complement our stellar service
By using Schwab as primary custodian, Laidlaw Wealth Management has access to a wide range of products and services that help us serve our clients, including:
Wide array of investment account types including retirement accounts, charitable giving, and education accounts
- Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments
Separately managed account services for those who want to leverage the expertise of institutional caliber money managers who specialize in particular investment styles
Technology and service support so investors can access all their accounts online and view positions, balances and account histories in one place
Schwab Alliance is a service designed to complement your relationship with your investment advisor. You’ll receive dedicated phone support plus secure online access to schwaballiance.com
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These materials have been independently produced by Laidlaw Wealth Management, LLC. Laidlaw Wealth Management 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. Laidlaw Wealth Management 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.
StoneX (formerly INTL FCStone) is your online portal for up-to-the-minute analysis, information and commentary from the experts at StoneX, all in one place.
StoneX provides clients across the globe with a comprehensive range of customized financial services and tools to help them protect their margins and manage volatility. As a pioneer in specialized financial services, StoneX opens markets for underserved mid-market clients with insight, guidance and access. Log onto StoneX and see how you can benefit from their rich offerings.
It started with an idea—one great idea from a 27-year-old stock analyst. Joe Mansueto thought it was unfair that people didn’t have access to the same information as financial professionals. So he hired a few people and set up shop in his apartment—to deliver investment research to everyone.
Log on to Morningstar, and discover how their research helps empower your investments.
PGIM Custom Harvest provides innovative, tax-beneficial investment solutions and services to help clients achieve their goals.
Their investment strategies provide investors with broad exposure to the equity and fixed income markets
Minimal tracking error
Maximized after-tax returns
PGIM Custom Harvest was formed by a team of seasoned ETF and asset management experts to provide tax beneficial investment products and services. They specialize in creating portfolios of ETFs designed to provide exposure to broad U.S., global, or custom benchmarks with minimal tracking error while maximizing after-tax returns. Their management team possess broad and deep ETF expertise, including index and product development, ETF strategy development and trading. PGIM Custom Harvest is passionate about providing clients with a strategy to best suit their investment and tax needs.
Orion’s mission is to enable fiduciary advisors to operationalize their vision for success. They do so by delivering best-in-class technology empowering advisors to innovate, disrupt, and win.
In 1999, when the hunt for a portfolio accounting system that could meet the needs of a growing RIA turned up empty, Orion made it their mission to develop the best portfolio management software on the market.
Whether you are looking to strengthen your client relationships, improve your team’s collaboration efforts and overall efficiency, increase your revenues and profitability, decrease client attrition, or engage in any number of other business-building activities, Redtail CRM offers tools to assist in your efforts.