Our Partners
Leveraging Our Partnerships
At First Light Wealth Advisors we have assembled the right alliances to best serve your needs. Learn more about these valued partners below.
Schwab Advisor Services, is the custody, trading and support services of Charles Schwab & Co., Inc. (“Schwab”) and is the leading provider of those services to independent investment advisors. Since 1987, Schwab has provided independent advisors with the platform, products, programs and resources they need to serve their clients and grow their businesses efficiently and effectively. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab. Schwab wants clients to have the highest level of confidence when doing business with them, so they offer this guarantee The Schwab Security Guarantee – Schwab will cover 100% of any losses in any of your Schwab accounts due to unauthorized activity.
Learn more about how Schwab protects for your securities here.
Founded in 2007, RIA WorkSpace is a division of InhouseCIO with headquarters in Chicago, Illinois, servicing RIA and financial advisory clients nationwide. We are a team of professionals focused on providing security, cloud, and managed IT services and platforms customized to the wealth management industry. Our passion is to provide personalized enterprise-level IT services to small- and medium-sized RIA and financial advisory firms that are largely ignored and underserved. We redefine wealth management IT services by utilizing “Fortune 500” strategies paired with our Managed IT and Cloud Platform powered by Microsoft, which is tailor-made for RIAs and financial advisors to proactively manage and support their IT infrastructure. No matter the size of your RIA or financial advisory firm, we provide a complete solution offering proactive IT services, top-level security, and responsive IT support.
Learn more here.
Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry’s most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways.
Learn more here.
Morningstar Advisor Workstation is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data.
Learn more here.
MarketCounsel Consulting is the leading business and regulatory compliance consultancy to the country's preeminent independent investment advisers throughout all stages of their lifecycle. From its roots in 2000, MarketCounsel has been steadfast in its mission to deliver solutions to the most substantial challenges faced by entrepreneurs in this fast-growing and highly-regulated industry and it has emerged as one of its most effective advocates. From the initial launch of an adviser to its regulatory compliance management platform, and from its business growth to its succession strategies, MarketCounsel consistently delivers trusted counsel within an extraordinary service experience by leveraging the finest minds in the industry, advanced technologies and sound business processes.
Learn more here.