OUR RESOURCE PARTNERS

As an independent advisor, we are proud to be part of the Dynasty Financial Partners network, one of the industry’s pre-eminent platforms for RIAs. Through Dynasty, we work in an open architecture and leverage many technical and operational benefits on behalf of our clients.

To safeguard our clients’ assets, we have chosen Fidelity as our account custodian. With Fidelity’s history, strong institutional reputation and the caliber of the services it offers, we believe that our clients will be well served.

Fidelity Clearing & Custody Solutions

Fidelity is a family-managed, privately held company with more than 70 years of experience and has assets under administration of $8 trillion, including managed assets of over $3 trillion at Fidelity Clearing & Custody Solutions (as of December 31, 2019). All of your assets will be held at Fidelity.

dynasty financial partners

Dynasty’s fully customizable platform gives Amplius Wealth Advisors end-to-end business support from a proven team, plus unrivaled access to distinctive products, enabling us to offer our clients more efficient, cost-effective and comprehensive service. Dynasty’s relationships with the world’s best-in-class portfolio managers, research firms and other providers allow us deliver objectivity, transparency and trust.