Please follow the appropriate link for your respective portfolio access.
Scherschel Wealth is an Investment Advisor Representative and does not retain custody of any client accounts, securities, cash or investments. Additionally, Scherschel Wealth does not issue statements of investments and their values.
Scherschel Wealth uses a variety of custodians or brokers for its clients, depending on the type of account as well as the investments that are being held on behalf of the client. Not all clients may have accounts at all custodians or brokers listed. Use of a custodian or broker is dependent on specific discussions with and approval by the client.
Above are links to the custodians or brokers where client accounts are maintained for which Scherschel Wealth has been retained as an advisor. Scherschel Wealth has appropriate working relationships with each of these custodians or brokers to enable effective management of a client portfolio. Scherschel Wealth is not affiliated with any custodian or broker listed here.
Logo’s and URL’s for all external links provided here belong to their respective owners.