FAQs

In the simplest terms, we believe we can do more for clients now, and in the future, with our own independent firm. We can be more objective in our pursuit of the most appropriate investments, credit and trust solutions for clients. We can be more collaborative by leveraging advances in technology to provide better access to information, planning and performance. And we will have more control over the client experience including fees, communication and service-delivery.

Empowering our decision to be independent is our partnership with Sanctuary Wealth. Through its platform, Muirwood has access to outstanding back-office support, industry-leading resources, economies of scale, and best practices from a peer group of elite advisors who share our passion for serving our clients.

Because our firm is team-oriented, you’ll benefit from the collaborative approach we take in serving you. As the team anticipates your changing needs and circumstances, we’ll be able to offer you an enhanced array of investment solutions – which means we can truly place your best interests first, in fulfillment of our fiduciary duty.

Charles Schwab is one of the world’s largest custodians with over $7.65 trillion in client assets. Charles Schwab meets industry standards for protecting its clients’ assets and is a member of the Securities Investor Protection Corporation (SIPC), with excess SIPC protection offered through Lloyd’s of London up to an aggregate of $600M in additional insurance specifically for the protection of client assets. Charles Schwab offers the safety of both its size and financial strength, backed by more than 30 years of experience supporting independent advisors like Muirwood.

First, we analyze your current circumstances and discuss your goals. Then we create a roadmap for a smart financial plan. Once agreed upon, we will establish accounts and we will initiate the transfer of assets from your current firm. If interested, please call 925-433-7490 and ask to speak to an Advisor.

We do not charge for an initial consultation.  Additionally, as fiduciaries, we do not charge commissions.  Instead, we charge an advisory fee which is determined by various factors including assets under management and the complexity of the portfolio.

The Muirwood team is available to help you with automating bill payments, transferring loan balances, and all other banking services.

To see a quick reference guide of this year's contribution limits for tax-advantaged accounts and education accounts, plus federal tax brackets, click HERE

The Muirwood Client Portal is a core component of the services we offer. It allows us to capture your goals and model your financial future. The model is dynamic allowing us to collaboratively evaluate different scenarios (e.g. buying a larger home, investing in a business, retiring early). Additionally, it provides deeper analysis of your current portfolios, including assets held outside of Charles Schwab. 

Click HERE or on the “CLIENT LOGIN” button on our website for secure access. Please contact us at 925-433-7490 if you need assistance.

Once logged in, you can view:
- Financial/Retirement Plans
- Account Balances (all linked accounts)
- Asset Allocation
- Performance Reports
- Secure Upload of Documents