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Charles Schwab & Co., Inc. (“Schwab”) is a registered broker-dealer, and is not affiliated with Rosevest Financial or any advisors whose names appear on this Website. Rosevest Financial is independently owned and operated. Schwab neither endorses nor recommends Rosevest Financial. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Rosevest Financial under which Schwab provides Rosevest Financial with services related to your account. Schwab does not review the Rosevest Financial Website and makes no representation regarding the content of the Website. The information contained in the Rosevest Financial Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities. Clicking the Schwab logo means you will be leaving this site and entering the Schwab Website.