Broker Check

Partners

Moneyweave™ is an independent firm. This means we have no obligation to investment or insurance companies.  We have complete autonomy to put you at the center of all investment strategies and business decisions. Our strategic partnerships yield access to a vast range of world-class financial solutions, providing the resources needed to better serve you.

Above all, our most important relationship is with you. Dedicated to empowering you with confidence, we aim to provide transparency in all aspects of the planning process. Throughout this process, we will partner with you and your other advisors (i.e., tax, financial and legal professionals) to increase synergies across your team.

We also work with the following firms to provide you with comprehensive and seamlessly integrated financial services:

Box Financial Advisors

A strong believer in an interdisciplinary team approach to comprehensive financial planning, Mary Quist-Newins and Moneyweave® affiliate with Box Financial Advisors (BFA). This affiliation provides clients with value-added expertise, state-of-the-art financial planning and wealth management and broad competencies to address complex needs. BFA provides financial planning and investment advice for more than 450 households and manages over $325 million in assets. Together with Mary, the team boasts six Certified Financial Planners®, an attorney, CPA and seven support staff.

AdvisorNet

Both Moneyweave® and Box Financial Advisors are part of the AdvisorNet network.  AdvisorNet is a network of independent advisors that provides a full range of back office support, independent insurance, and employee benefit solutions. The incredible breadth of solutions, experience and operational support enables customized solutions for even the most complex financial needs. AdvisorNet offers access to companies that can offer mortgage services and Property and Casualty Insurance to increase the services we can offer you.

Cetera Financial Group

Cetera Financial Group is one of the nation’s largest families of independently managed firms. Cetera and its family of companies have grown to manage more than $110 billion in client assets, delivering award-winning wealth management and advisory platforms and innovative technology. These tools and technologies assist us in developing an effective relationship with you and providing the highest level of service.

Cetera Advisor Networks

Cetera Advisor Networks is our broker/dealer, responsible for executing trades on your behalf. By partnering with Cetera Advisor Networks, we do not have to fulfill any sales quotas or sell specific products. Instead, we have the independence and freedom to recommend the financial solutions that suit your specific needs.

Pershing and Cetera Investment Services

As the custodians with whom we work, Pershing and Cetera Investment Services hold your assets. Both Pershing and Cetera Investment Services have to meet net capital requirements and are subject to regular audits to ensure the appropriate handling, segregation, and protection of investors’ assets.