Technology & Partners
The trusted infrastructure behind your financial plan.
Built on a Foundation of Trust and Security
Great financial advice requires great infrastructure. Paul has carefully selected technology and custodial partners that provide institutional-level security, transparency, and service—so you can have complete confidence that your assets are protected and your financial data is secure.
This multi-layered approach means your assets are never held by your advisor directly. Instead, they are safeguarded by independent, regulated custodians—providing an essential layer of protection and confidence. Meanwhile, best-in-class technology ensures you have real-time visibility into your complete financial picture.
Safety & Security by Design
Your financial security is built on multiple layers of independent protection.
Independent Custody
Your assets are held by major, independently regulated custodians—not by your advisor. This separation provides an essential layer of safety.
Regulatory Oversight
Every partner operates under strict SEC and FINRA regulations, with multiple levels of compliance monitoring and auditing.
Encrypted Access
Bank-level encryption protects all client data. Secure portals provide 24/7 access with multi-factor authentication and continuous monitoring.
Our Technology & Custodial Partners
Stratos Wealth Partners
Independent RIA PlatformStratos Wealth Partners is a nationally recognized independent registered investment advisor providing operational, compliance, technology, and investment support. As part of a network managing $27.2 Billion in total assets serviced (as of Sept 30, 2025), this partnership allows Paul to deliver objective, independent advice while benefiting from institutional-level infrastructure, research, and oversight. Stratos supports over 280 advisors nationwide.
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LPL Financial
Broker-Dealer & CustodianLPL Financial is one of the nation's largest independent broker-dealers and a major custodian of client assets. To protect your information and assets, LPL Financial employs extensive physical, technical, and procedural security controls at all of their facilities. They actively monitor and enforce compliance to our security policy and its related procedures. They regularly review, update, and modify policies and procedures to respond to new threats and to adapt to changes in technology.
Fidelity Investments
CustodianFidelity is one of the world's largest and most trusted financial institutions, serving as a custodian where client assets are held and protected. Fidelity provides industry-leading technology, research tools, and account services. Their custody platform ensures your assets are held securely with full transparency and regulatory compliance.
Charles Schwab
CustodianCharles Schwab is a premier custodian offering institutional-quality services for independent advisors. Schwab's custody platform provides robust account protection, detailed reporting, and seamless trading execution. As one of the largest custodians in the industry, Schwab brings stability and trust to the safekeeping of your assets.
eMoney Advisor
Client Portal & Financial Planning SoftwareeMoney provides the secure, interactive client portal where you can view your complete financial picture in real time. This sophisticated planning platform aggregates all your accounts, projects future scenarios, and enables collaborative planning between you and Paul. The portal gives you 24/7 access to your financial data with bank-level encryption and security.
Access Portal →Collaborating with Your Professionals
We don't replace your accountant or attorney; We act as the central hub for the team to ensure your tax and legal strategies are in sync with your wealth plan.
Ready to See How Our Infrastructure Supports Your Legacy?
Learn more about how our technology and custodial partners work together to protect and serve you.
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