Our team’s priority remains to provide our clients with the best guidance and outstanding service as we deliver a meaningful difference in the lives of those we serve. 

Comprehensive financial planning remains the starting point for our recommendations to you. You will still receive sophisticated wealth management tailored to your timelines, needs, and goals.  Finally, you will continue to enjoy highly personalized attention in every interaction with our team.

• We have launched our own independent, registered investment advisory (“RIA”) firm called TriBridge Partners Financial, LLC.
• With the freedom this structure provides, you will continue to receive the sophisticated and comprehensive wealth management you expect from us with important enhancements.
• TriBridge Partners Financial delivers a boutique investment experience that:
  
  • Provides full transparency on fees
  • Is 100% privately owned and operated by our principals and employees
  • Allows for more investment options and customized portfolios 
  • Aligns our investment advisory clients’ interests with ours
  • Keeps the easy-to-reach, friendly, and professional team you know to answer your questions

• After many years of industry research and in-depth conversations with our clients, we realized this model will allow us to continue to deliver a client-focused experience and services centered on your interests and priorities.  Moreover, our team will have greater freedom to provide you with the comprehensive wealth management services and personalized experience you have come to expect from us.
• Establishing ourselves as an independent,  investment advisory firm aligns directly with our historic approach of working in the best interests of our clients.
• With this exciting change, we will serve as a fiduciary, making recommendations in the best interest of you, and our clients and disclosing any potential conflicts of interest, if any, we might have.

• Following our privacy policy, we only share personal information with third parties as necessary to provide services. The data security policies and procedures employed by these third parties are reviewed and monitored regularly for adherence to strict industry standards.
• TriBridge Partners Financial realizes data security is an ongoing process and not a steady state. Our processes and systems are consistently upgraded and subject to monitoring in real-time, at all hours, by a third party.
• Multi-level, multi-factor security measures are employed to provide the highest level of assurance that your sensitive data is protected and transmitted within an encrypted virtual network.
• We require our employees to use two-factor authentication to access our systems from remote locations.  Your data is not shared with any third parties for advertising purposes.  In addition, TriBridge Partners Financial maintains the appropriate E&O, D&O, Crime, and Cyber/Data Breach professional liability and operations coverages.

• For wealth management clients, once you have completed the paperwork, your accounts will move to www.SchwabAlliance.com. A member of our team will help you become familiar with this website.
• Nothing changes for 401k and 403b clients.

• Please contact your specific advisor with any questions. CLICK HERE to find your advisor.
• We look forward to meeting with you at the location of your preference.
• You can always reach someone during our business hours on our main line at 240-422-8799 or tribridgepartnersfinancial@tribridgepartners.com

For our retirement plan clients, although fees and services will remain unchanged, we will implement a new agreement with the new entity, Tribridge Partners Financial.

You will receive new paperwork soon and detailed instructions, electronically.

We will establish the same types of accounts you had previously with Charles Schwab & Co.  as the new custodian. This paperwork will facilitate the account opening and transfer of assets process for you. To the extent possible, the forms will be pre-populated and will require your signatures and additional information.

You will receive new paperwork soon and detailed instructions, electronically.

When your account transfer application from Charles Schwab & Co.  arrives electronically, any additional required information will be highlighted for you to fill in.

We will submit it to Charles Schwab & Co., and they will start the transfer process, which typically takes 5-7 business days.

You will receive confirmation from Charles Schwab & Co. that the account(s) have been opened and will be able to set up online access to your accounts. Once your transfer is complete, you can access your accounts through Charles Schwab & Co. We will also be able to view your accounts through Charles Schwab & Co.

Once you complete and return the paperwork, we will work with Charles Schwab & Co. to open your new accounts and transfer your assets. We will continue managing your finances as we have done in the past, but now your accounts will be maintained at Charles Schwab & Co.

Yes, there is likely to be additional documentation required. There will be specific information about this in your package, but examples of what may be needed are:

To establish ACH instructions to regularly transfer funds to another account, a copy of a preprinted voided check.

If opening a trust account, certain pages from your trust document.

We will work with our Charles Schwab & Co. conversion and transition team to identify any other needs our clients may have.

As soon as TriBridge Partners Financial submits your paperwork to Charles Schwab & Co., your new account(s) will be opened and submitted for transfer, which typically takes 5-7 business days (for ACAT transfers).

Any distributions/ACH/money movements will be set up exactly as they currently are. We will work hard to ensure no interruption.

You have several options:

• Call us and we can arrange a check to be mailed in 5-7 business days.
• We could request overnight delivery if you have an urgent need.
• Charles Schwab & Co. offers ACH and the ability to wire funds.
• If you need to make a deposit now, please reach out to your Wealth Management Advisor.