The Charles Schwab logo and Wealth Advisory logo appears on an all-white screen. The title reads Professional Wealth Management on Your Terms.
Upbeat music plays throughout.
The logos and text fade away to show Schwab Wealth Advisor, Jaqueline de La Chapelle, CFA®, CWS®, sitting on a stage.
We don't have a typical client. I really enjoy making a difference in people's lives. It's my passion personally to really do what's best for our clients.
One of our specialties is really making sure that our clients are making the most impact with their hard-earned dollars to the charities that they care about and are passionate about.
I have a client recently who is very charitably inclined and he was telling me that he writes checks to local charities. What he didn't know is that he could increase the impact on those local charities, many of which are really struggling, not by giving cash in the form of a check, which many people do, but rather donating non-cash assets that are highly appreciated.
This was impactful to him because not only could he make more of an impact locally on organizations that he cares about, but for his own situation, not only was it more tax efficient, but he had a lot of highly appreciated stock in companies that have probably seen the better days. So it gave him the opportunity to really refresh his portfolio by jettisoning those names in a tax efficient way.
You know, and I think ultimately it, it really optimized what they were trying to accomplish. Reduce their tax bill and, you know, keep a legacy of charitable giving going.
The screen fades to white and the following disclosures fade onto the screen:
Schwab Wealth Advisory™ ("SWA") is a non‐discretionary investment advisory program sponsored by Charles Schwab & Co., Inc. ("Schwab"). Schwab Wealth Advisory, Inc. ("SWAI") is a Registered Investment Adviser and provides portfolio management for the SWA program. Schwab and SWAI are affiliates and are subsidiaries of The Charles Schwab Corporation.
Portfolio Management provided by Schwab Wealth Advisory, Inc., a Registered Investment Adviser and affiliate of Charles Schwab & Co., Inc. (Schwab). Please read the Schwab Wealth Advisory and the Schwab Wealth Advisory, Inc. Disclosure Brochures for information and disclosures about this program. The Wealth Advisor, Associate Wealth Advisor, and other representatives making investment recommendations in your Schwab Wealth Advisory accounts are employees of Schwab Wealth Advisory, Inc.
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Information provided herein is for general information purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.
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