• Charles Schwab Custodian

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    Ulin & Co. Wealth Management is a trusted, independent advisory firm serving successful families, individuals, retirees, corporate executives and business owners for many years and generations in South Florida and beyond. 

    We partner with Charles Schwab to provide dynamic service in asset custody, service and management.  

    If you already have a Charles Schwab account, you can simply contact Jon Ulin, CFP®, Managing Principal to be your designated portfolio manager and financial advisor.  Mr. Ulin is an honors graduate of Temple University School of Business and management. He brings 20 years of experience to our clients with a focus on “fee-based” portfolio management and financial planning expertise, which includes retirement income, tax, insurance and estate planning strategies.

    Founded on traditional values, our firm works as hard to build trust and long-lasting relationships with our clients as we do to manage and conserve wealth.  Are you seeking a personal, concierge advisor and team? We have established a reputation for accountability and clarity, and truly treat you like family.  Whether you are a do-it-yourself (DIY) investor, or seeking a second opinion, call (561) 210-7887 to get started today. Let us help you Plan Your Best Life.®

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    Opening a new account with Charles Schwab to work with one of our advisors is fast and easy! Contact us to arrange an initial no-obligation consultation so we can explain our services and assess your current situation. You can get started with us in several ways:

    • Online Sign-up: Simply fill out our form below and someone will contact you shortly to schedule your initial consultation. 
    • Give us a Call: You can always reach us at (561) 210-7887 if you’d prefer to expedite the process and get things started immediately.
    • Send us an Email: You can always contact us via email at [email protected] Just send us any questions with the appropriate contact info and we will follow-up with you promptly.
    • Open a new account here and then contact us to become your designated wealth manager and financial advisor via the Schwab Alliance platform.

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    Learn more:

    Wealth Management        About Us

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    Why utilize an independent advisor with Charles Schwab

    Independent Registered Investment Advisor (RIA) firms provide personalized financial advice to their clients, many of whom have complex financial needs. Because advisors at these firms are independent, they are not tied to any particular family of funds or investment products. As fiduciaries, they are held to the highest standard of care – and are required to act in the best interests of their clients at all times. They are registered with either the Securities and Exchange Commission or state securities regulators.

    Key benefits 

    Many independent advisory firms are owned by the individual advisors who run them, so they forge personal relationships with their clients.  The following five areas can help add trust, confidence and value when working with an independent advisor and firm: 

    -Customized guidance based on your entire financial picture.
    -A relationship that’s responsive, attentive, and personal.
    -A fee structure that is simple and transparent.
    -A high level of expertise to support your complex financial needs.
    -Your money is held by an independent custodian, not the advisor firm.

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    Plan with confidence. Partner with a CFP® Professional 

    Learn more: Why work with a CFP® pro? 

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    Charles Schwab is a separate entity from Ulin & Co. Wealth Management and IFP Securities, LLC

    We service clients across South Florida including Wellington, Jupiter, Palm Beach, West Palm Beach, Boynton Beach, Delray Beach, Highland Beach, Boca Raton, Deerfield beach, Coral Springs, Parkland, Ft. Lauderdale , Miami ,Aventura, NaplesBonita Springs, Tampa to Orlando 

Ready to take the next step? Contact us to get started today!