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.
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 can help make sure your plan reflects our disciplined approach to investing—including risk-and-return analysis, “what if” scenarios, and asset allocation.
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 schwab.com/satisfaction 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.
There are eligibility requirements to work with a dedicated Financial Consultant.
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.