Your needs, expertly handled.
Schwab Consultants have one goal: to help you reach your goals. Benefit from our expertise, and rest assured your local branch team is always available to answer questions or provide guidance on your financial strategy.
We have one focus: You.
Whether you prefer to manage your own investments or work with a Consultant, we support every financial journey and offer tailored solutions for all wealth levels. As your needs evolve, your Schwab team can grow with you—ensuring that your financial strategy stays seamless and aligns with what matters most to you and your family.
Join us for a local workshop.
Attend a complimentary workshop to learn more about investing, trading, wealth management, and other topics.
Fraud Awareness
From the online space to mobile devices, cybercriminals are continually developing more sophisticated methods, making it more critical than ever to take precautions to safeguard your accounts. Please join us for an opportunity to meet with a Schwab fraud and cybercrime expert to learn about the current threats and the steps you can take to protect yourself.
27000 S. Karevich Drive
Novi, MI 48377
December 10, 2025
12:00 PM - 1:30 PM
Market Outlook
Market Outlook topic within WAM Market-Timely Topics Virtual & In-Person Invite - EML125019
43251 CRESCENT BLVD
NOVI, MI 48375
January 16, 2026
12:00 PM - 1:00 PM
Medicare
Medicare topic within WAM General Topics Virtual & In-Person Invite - EML125018
43251 CRESCENT BLVD
NOVI, MI 48375
March 12, 2026
12:00 PM - 1:00 PM
Additional resources
Everything you need to take charge of your finances.Past performance is no guarantee of future results.
There are eligibility requirements to work with a dedicated Financial Consultant.
Talking to a Financial Consultant is complimentary, although the implementation of any recommendations made during the consultation may result in trade commissions or other fees, charges, or expenses.
Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation, of which there are important differences, including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.
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