OUR RESOURCE PARTNERS

As an independent advisor, we are proud to be part of the Dynasty Financial Partners network, one of the industry’s 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 Investments® is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, employee benefit programs, and many other financial products and services to more than 32 million individuals and more than 13,000 financial institutions. For more information about Fidelity Investments, visit Fidelity.com.

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 a diverse platform of portfolio managers, research firms and other providers help us strive to deliver the best experience for our clients.