Stenger Family Office Technology

Charles Schwab: Client Custodian

As a fiduciary independent wealth management firm, Stenger Family Office never takes possession of client assets, rather we’ve selected Charles Schwab to safeguard your accounts. Charles Schwab offers FDIC insurance, SIPC insurance and cybersecurity protection. Schwab also has a responsibility to deliver monthly statements and tax documents to you. Charles Schwab offers investment accounts, banking products, business accounts, and retirement plans.

Below are some key facts about Charles Schwab:

  • $8.85 trillion in client assets (as of 03/31/2024)

  • 35.4 million brokerage accounts

  • 15,000 independent investment advisors

Charles Schwab provides clients with the following:

  • FDIC insurance on cash deposits

  • Award winning client trading and portfolio technology

  • Cutting edge cybersecurity protection on assets held at Schwab

  • Operational support & service

  • Low cost investment solutions

Helpful Resources from Charles Schwab

Right Capital: Financial Planning

Stenger Family Office financial advisors employ the cutting edge financial planning platform, RightCapital to create and manage complex client financial plans. RightCapital’s client portal includes an account aggregation tool so you can see all your accounts in one place and a secure digital vault to store your important documents. Stenger Family Office financial advisors use RightCapital to model retirement projections, estimate future cash flows and determine when to take Social Security.

Right Capital provides the following features:

  • See all your accounts in one place

  • Track expenses & create a budget

  • View & create your financial financial goals

  • Track net worth, spending and all your accounts in one app

  • View your plan’s probability of success