At Cordatus Wealth Management, we separate the advice we offer from asset custody and the financial products and services. As a result, our clients expect, receive and benefit from completely objective and 100% transparent advice. This is the fiduciary standard and our promise to you.
First Clearing, LLC, an affiliate of Wells Fargo, serves as custodian and clearing firm for all client assets. To handle our back office broker-dealer and registered investment advisory services, we tap the experience of Prospera Financial Services, a five-time winner of Investment Advisor’s Broker-Dealer of the Year Award.