Summit Financial*
Summit is one of the industry’s prominent independent advisory firms. Founded nearly four decades ago by a group of advisors, Summit has a proven legacy of success elevating advisor practices and client experiences. Vardhan Wealth Management’s affiliation with Summit provides access to SummitVantage™, an all-inclusive platform of fully integrated industry-leading services, thought leaders, and innovative technology that makes delivering elevated financial advice frictionless. This includes an in-house, institutional-caliber brain trust of tax, estate, insurance and financial planning experts that are now an extension of the Vardhan Wealth Management team.
*Summit Financial, LLC, an SEC registered investment advisor established November 2018, is the successor firm to Summit Equities, Inc (registered with the SEC in 1991) and Summit Financial Resources, Inc (registered with the SEC in 1983) for all their investment advisory and financial planning business.
Fidelity Investments®*
Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. For more information about Fidelity Investments, visit Fidelity.com.
*Fidelity Investments (“Fidelity”) is an independent company unaffiliated with Vardhan Wealth. Fidelity is a service provider to Vardhan Wealth. There is no form of legal partnership, agency affiliation, or similar relationship between them and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity is a registered service mark of FMR LLC. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
Charles Schwab*
At Vardhan Wealth Management, the safety of your assets is our top priority. We have selected Charles Schwab & Co., Inc. (“Schwab”) as the primary custodian for our clients’ accounts. Having Schwab act as custodian for client assets provides us access to a wide range of services that help us serve our clients. Since 1987, Schwab has provided independent advisors with the platform, products, programs and resources they need to serve their clients and grow their businesses efficiently and effectively.
*These materials have been independently produced by Vardhan Wealth. Vardhan Wealth 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. Vardhan Wealth 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.
Addepar
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users trust Addepar to empower smarter investment decisions and better advice. With a client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $9T in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms, use cases and geographies.
Pontera
Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients’ 401(k)s, 403(b)s, and other workplace-sponsored retirement plan accounts. The platform is designed to work across many account types and seamlessly integrate with existing portfolio management tools to help advisors improve their clients’ financial outcomes.
Goldman Sachs Custody Solutions
Goldman Sachs1 Custody Solutions offers clients of independent advisors access to institutional-grade solutions and custody services. We transform the client experience with an intuitive, digital-forward platform to enhance your advisor’s transparency. Our modern, nimble, and ever-evolving open architecture network connects advisors to best-in-class services and tools. More than just a custodian, we are a gateway to the institutional power of Goldman Sachs.
1Custody, clearing and certain brokerage services are provided by Folio Investments, Inc. d/b/a Goldman Sachs Custody Solutions (GSCS), an SEC-registered broker-dealer and member FINRA/MSRB/SIPC. Additional brokerage services are provided by Goldman Sachs & Co. LLC (GS&Co.), an SEC registered broker-dealer and investment adviser, and member FINRA/MSRB/SIPC. GSCS and GS&Co. are not your investment advisors and do not provide investment advice to you or your investment advisor. The information provided here shall not constitute an offer, solicitation, or advice by GSCS or GS&Co. to buy or sell securities.
Sterling Trustees
Sterling Trustees is an independent, South Dakota-chartered trust company specializing in personalized trust administration services. With a focus on objectivity and collaboration, they work alongside financial advisors, attorneys, and tax professionals to help preserve wealth, honor clients’ wishes, and support the transfer of assets to future generations.