As an independent financial advisor, Cerulean Private Wealth Advisors has the freedom and flexibility to choose from the best technology, products, and services available so our core values are always aligned with our clients’ interests.
To serve our clients more effectively, we have initiated strategic relationships with the following firms:
Sanctuary helps select Advisors build the lives they’ve dreamed, applying their professional expertise to serve clients with full transparency, outstanding operational and platform support, and a true sense of entrepreneurship. Unlike the large wirehouses, Sanctuary manages bottom up; its best ideas come from the partners who define the firm and its direction. Sanctuary fosters camaraderie and intellectual stimulation that come from working with the highest caliber of Advisors in the wealth management industry.
As your Advisor, Cerulean Private Wealth Advisors will not be holding your assets. We have chosen the firm Charles Schwab, one of the largest and most trusted repositories for financial assets in the custody business today. In 2017, Schwab was selected as one of the Fortune Top 50 “World’s Most Admired Companies.” It is responsible for more than $3.36 trillion in client assets as of December 31, 2017. It also has exceptionally low debt levels, does no proprietary trading of its own firm capital, and does not leverage its own balance sheet. These are some of the reasons that it is one of the industry’s strongest financial firms and why we chose it to safeguard your assets. In short, it has one, and only one, business: to serve as a safe custodian for your funds.
TD Ameritrade Institutional* is a leading provider of comprehensive brokerage and custody services to more than 6,000 fee-based independent Registered Investment Advisors (RIAs) and their clients. The firm delivers smart operational solutions, innovative technology, customized practice management, and flexible investment solutions, all with one goal in mind — impeccable service. As steadfast advocates for independent advisors, TD Ameritrade Institutional continually speaks out to ensure that RIA needs and their clients’ needs are always considered within the regulatory environment. The firm’s collaborative approach and innovative technology solutions ensure that we spend less time navigating a one-size-fits-all solution and more time focused on exceeding your expectations.
Winner of 2017’s “Best Wealth Management Platform” award from FinTech Breakthrough, eMoney’s fully integrated platform delivers streamlined and sophisticated wealth planning capabilities throughout the advisor-client lifecycle. The platform includes an intuitive interface, financial planning options, aggregation capabilities and diverse resources that, combined, facilitate outstanding collaboration and efficiency. Currently, it tracks more than $1.4 trillion in client assets; it is used by 46 out of the nation’s top 50 broker/dealers and by fifty percent of the top U.S. insurance companies.