Asset Custody

Broker Dealer Services for Rao Wealth Partners account holders provided by Nations Financial Group

Nations Financial Group redefines the value of independence, placing priority on the advisors.  Since 1998, Nations has focused on providing the guidance, resources, education and tools designed for advisors to deliver wealth management services to their clients.
Nations has a TrueWealth philosophy that embodies their primary mission, which is to help create a sense of well-being and prosperity for advisors, their clients and their family.
In today’s world, Wealth Management is what clients expect from advisors. What Nations offers you are the tools and resources to help you focus on your clients and ensuring that you provide them TrueWealth

Asset Custody for Rao Wealth Partners by First Clearing LLC, an affiliate of Wells Fargo & Company

First Clearing is the preferred provider for clearing services for our clients.  Headquartered in St. Louis, First Clearing provides the benefit of a firm with a deep heritage in the full-service brokerage business and the strength of Wells Fargo & Company, one of the nation's strongest financial services companies.  Our alliance with First Clearing gives us access to resources that provide a wide range of world-class and industry-leading products, services, technology & operational support to help us meet our clients’ needs.  First Clearing is a member of the New York Stock Exchange (NYSE), NASDAQ and other major exchanges.