Laurie Nardone

Submitted by Marc.Jones on May 12, 2020
Shira Ridge Wealth Management

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Advisor Services™ 

Why independence? For my clients.

Laurie Nardone
Shira Ridge Wealth Management

Laurie: When we made the transition in 2015, one hundred percent of our clients moved over with us. Schwab was so professional with the whole transition process.

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Ryan Moschel

Schwab Advisor Services

Ryan: My job as a transition consultant is to bring in any and all internal and external resources that an advisor may need.

Laurie: Because there are questions no matter how prepared you are. There's still questions in everything that comes up.

Ryan: Her and -- I should say her staff, too -- they're all genuine, nice people. They're willing to help. They believe in what they do and, you know, that just really lines up with what I'm all about and what I think Schwab is all about.

Laurie: It was so nice to be able to go to our clients and say, "here's where we're moving to. Here's why it's better. Let me count the ways." We had about $45 million in assets under management. Now we're at $110 million. Our referrals increased dramatically once we made the move to Schwab.

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Charles Schwab
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DISCLOSURES:

The views expressed are for general information purposes only and are not intended to be a substitute for specific individualized legal or compliance advice. Where specific advice is necessary or appropriate, Schwab recommends consultation with a professional. Examples described are for illustrative purposes only and do not represent a guarantee of future performance or success and may not be representative of your experience.

Shira Ridge Wealth Management is not owned by or affiliated with Schwab, and its personnel are not employees or agents of Schwab. This is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab. ©2020 Charles Schwab & Co., Inc. ("Schwab"). All rights reserved. Member SIPC. (0320-0HRH)

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