Stories of Independence: How Berkeley Capital Partners achieved greater freedom for their business

Submitted by Brian.Lavelle on January 23, 2019

[GRAPHIC] Stories of Independence 

[GRAPHIC] How Berkeley Capital Partners achieved greater freedom for their business.

I think going independent has made running the business significantly easier.

One of the most obvious benefits is deciding how to use your time.

Going independent has had a huge effect on my personal life. It’s allowed me to have control over how much work I do and when I do it.

I have that freedom now to do what I think is best for me and for my family.

The fact that I can do my job wherever I need to be has allowed us to travel more.

There’s tons of freedom being independent. With the technology you have access to, you can work from anywhere and still get great results.

Now that we are independent, it has made the job a lot more exciting, a lot more interesting.


Information included during this video is intended to be an overview and is subject to change. Experiences expressed by advisors may not be representative of the experience of other advisors and are not a guarantee of future success. Berkeley Capital Partners is not owned by or affiliated with Schwab, and its personnel are not employees or agents of Schwab. This video is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Schwab does not supervise third-party firms and takes no responsibility to monitor the services they provide to you. Experiences expressed are no guarantee of future performance or success and may not be representative of your experience. Schwab does not provide legal, regulatory or compliance advice. Consult professionals in these fields to address your specific circumstance. 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.

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