Client Resources
Asset Management
At Weatherby Capital, we use Charles Schwab & Co. as the custodian for all account funds and assets.
Why Schwab?
Discover why Schwab has been trusted for over 50 years.
Enroll for Schwab Alliance:
Download the Step-by-Step Brochure.
Schwab Alliance Welcome Video:
Get a full introduction to Schwab Alliance.
Schwab Account Protection:
Learn how Schwab protects clients assets.
Let's Work Together
Take the first step toward achieving your financial goals with a partner by your side.