A Holistic Approach to Private Wealth Management
Childs Company is a boutique private wealth management practice. We leverage our 35+ years of business experience and financial expertise to provide comprehensive financial planning and investment strategies to business owners, executives, retirees and young professionals.
We take great pride in our fiduciary approach to serving our clients. As fiduciaries, we are obligated to put our clients' interests above our own. We do not sell or provide proprietary products and do not receive undisclosed fees or commissions from any third parties.
Our clients share our values, appreciate our approach and rely on us to help them make the best financial decisions throughout their lives.
As independent financial advisors, we are able to provide our clients with independent advice and solutions designed to help you achieve your goals and dreams. However, we are not alone. We have chosen to associate with our broker/dealer Kestra Investment Services, LLC (Kestra IS), which provides us with leading edge technology platforms, infrastructure and compliance support. Through our association with Kestra IS they assist us with processing investment transactions within our client's brokerage accounts. In addition, Kestra IS helps us provide investment advisory services through their affiliate Kestra Advisory Services, LLC (Kestra AS) which helps our clients achieve their financial goals. Their independence allows us to offer a wide range of tools, services, and support to help meet our client's goals throughout their financial lives.