What is a Registered Investment Advisor (RIA)?
When it comes to managing your finances, you can do it yourself or work with a broker, financial advisor, or an RIA like Caissa. Learn about what makes an RIA different in this video.
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Schwab is a registered broker-dealer, and is not affiliated with “Caissa Wealth” or any advisor(s) whose name(s) appear(s) on this website. “Caissa Wealth” is/are independently owned and operated. Schwab neither endorses nor recommends “Caissa Wealth”, unless you have been referred to us through the Schwab Advisor Network®. Regardless of any referral or recommendation, Schwab has agreements with “Caissa Wealth” under which Schwab provides “Caissa Wealth” with services related to your account. Schwab does not review the “Caissa Wealth” website(s), and makes no representation regarding information contained in the “Caissa Wealth” website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
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