Are you owning the goals you set?

At Schwab, we believe wealth management should be about transparency, accountability, and being fully engaged with your money. It’s a modern approach. And it’s how we help you achieve the best outcomes for your financial life.

Go ahead, ask us.

  • Where is my money invested, and why?
  • How are my investments performing?
  • How much is it costing me?

Chuck on
wealth management.

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See what our modern approach means to you.

  • We’ll give you access to a dedicated Financial Consultant who will work with you—someone chosen based on your goals, preferences, and level of involvement.
  • We’ll provide access to over 40 outside investment managers—including tax-managed, global equity, real estate, and income strategies—all backed by our 24/7 client service.
  • At Schwab, we believe every investor deserves to work with a firm they can count on. Our commitment is backed by a guarantee. If for any reason you’re not completely satisfied, we’ll refund your eligible fee or commission and work with you to make things right.1 Go to to learn what’s included and how it works.
  • We design our products and services with a goal of driving down costs—so you’ll have more money to invest.

Achieve what
seems impossible.

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Investment products based on your personal goals.

Your Financial Consultant can also help you choose from Schwab’s wide range of products and services, including portfolio management, retirement planning, trading, insurance, annuities, banking from Charles Schwab Bank, and more.

Schwab’s products and services
Own Your Tomorrow®

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