The Charles Schwab logo and Wealth Advisory logo appears on an all-white screen. The title reads Professional Wealth Management on Your Terms.
Music plays throughout.
The logos and text fade away to show Schwab Wealth Advisor, Imtiyaz Nathoo, CFP®, CWS®, seated at a desk.
I had a client conversation not too long ago with a client that I've worked with very closely and she ended up losing her spouse. She quoted saying, "There were times where I did not know where dinner was going to be coming from that night."
After the passing of her husband and many months of in-depth, comprehensive planning, not only were we able to help her live the lifestyle that she has today, but also provide family support to her kids, to her grandkids, and also being able to take annual vacations with them. And she quoted saying, "I'm not sure where I would be without you guys today."
My name is Imtiyaz Nathoo. I am a Senior Wealth Advisor with Charles Schwab, and I've been working within Schwab Wealth Advisory for the last 13 years.
When you lose the main financial decision-maker in your family, it can at times seem very lonely. Your whole world changes. I can personally attest to it.
Losing my mom at a young age and in observing my dad adjust to the new realities, adjust to the new way of life. I vow to be there for my clients through every step of the way throughout that process.
Whether it be through retitling assets, understanding how a bill is paid, or recreating that paycheck with those investment assets that you've inherited, we'll be there to help through every step of your journey.
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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