Our Partners

iwainc PKS_Logo TD Ameritrade Institutional

ValueWealthServices (VWS) is a dba of Institute for Wealth Advisors, Inc. (IWA), serving as an independent advisory and financial consulting firm. Custodian services ordered through TD Ameritrade Institutional, a division of TD Ameritrade, Inc. VWS also has a working relationship with Purshe Kaplan Sterling Investments, member FINRA/SIPC. Please click here to learn more about IWA.

VWS offers securities through Purshe Kaplan Sterling Investments (PKS). PKS is a registered broker/dealer and a member of FINRA/SIPC. In order to afford the Client wide ranging access to financial products and solutions, PKS maintains relationships with every major Investment Company and most insurance companies to offer an extensive array of products and services to Clients, including equities, fixed income products, mutual fund solutions, fee-based solutions, retirement products and programs and wealth management programs. Please click here to learn more about PKS.

VWS’ custodian is TD Ameritrade Institutional, a Division of TD Ameritrade, Inc. Please click here to learn more about TD Ameritrade Institutional.