Our Partners
The Strength Behind Our Independence
As an independent financial services firm, Wilson, Wilson & Company has relationships with the following companies who provide administrative oversight, back-office support, access to world-class investments, and custody solutions. We have the freedom to choose who we work with and are proud to call these firms our partners.
TAG Network
Wilson, Wilson & Company is affiliated with TAG Advisors, a network of over 400 independent advisors and $20 billion in assets under management. TAG provides compliance oversight, practice management support, and investment/retirement solutions to help us provide quality advice to our clients.
Cambridge
Cambridge is our broker-dealer and registered investment adviser. They are the back-office team that processes our investment business and helps us stay up to date with all applicable securities laws and regulations. Cambridge also provides us access to an advanced case design team with decades of experience managing the complex needs of high-net-worth and ultra-high-net-worth investors.
Fidelity
Fidelity is a custodian – they maintain client accounts and clear investment trades. Fidelity is one of the largest clearing firms in the US with over $10 trillion in assets under management.
Schwab
Schwab is another custodian we use – having multiple custodians means it’s easier to find the perfect fit for our clients. The Charles Schwab Corporation is one of the most famous names on Wall Street and holds over $10 trillion in client assets.
Goldman Sachs
Goldman Sachs is a leading investment manager and financial services company and one or the largest investment banks in the world. They provide custody services and curated investment management solutions.
Howard Capital Management
Howard is a third-party money manager with nearly three decades of experience serving financial advisors and their clients. They specialize in a tactical, math-based management philosophy to meet our clients’ investing needs.
Asset Management & Fund Companies
As independent advisors, we have access to a wide variety of investment solutions.
We work with dozens of companies in search of the best investment mix or product for your situation.