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, Dean Belknap, PFS, CPWA®, CFP®, seated at a desk.
The process that I use is focusing in on what you have, what's important to you, and what you don't need, what's not contributing.
We never know what trouble or what blessings or what opportunities may present themselves. We can be blind to them.
It is a lot easier for me to identify what's important to you, what your current situation is, and what issues might surprise you if we don't take care of them. Whether it's looking at your estate, thinking about your financial projections, or how well do some of the positions that you own support your future, we take the guesswork out of how to fund each of those important goals that you spent a lifetime thinking about.
My name is Dean Belknap, and I'm a Schwab Wealth Advisor.
Recently, I sat down with a client who came to me from another investment firm. They didn't like how their investments were performing. They didn't understand a lot of what they held, and they liked a few of them, but weren't sure how to transition into something that looked like success.
We talked about their goals. We assessed what they were likely to need over the next two, three, five, ten years and identified how certain pieces in their portfolio contributed and fit perfectly and others didn't make any sense.
And so through collaborating and developing recommendations and sharing with them what I would keep and what I would sell to show them how all the new pieces will fit together better, save them on taxes, save them on fees, and make sure they have more money to spend when it's important.
Everything that I do starts with what do you own, why do you own it, and what should you own, and how are we going to work together in taking what you have, keeping the best, and finding better solutions than some of the pieces that aren't working well enough for you now.
You get to take a lot of the guesswork out of what you own and why with Schwab Wealth Advisory, because that's why we're here.
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.
This information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, you should consult with a qualified tax advisor, CPA, Financial Planner, or Investment Manager.
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.
Financial Planning consultations are conducted by employees of Schwab Wealth Advisory, Inc. ("SWAI") or Charles Schwab & Co., Inc. ("Schwab") depending on the complexity of your financial situation. SWAI and Schwab are Registered Investment Advisors and wholly owned subsidiaries of the Charles Schwab Corporation.
Certain services may be provided by affiliated professionals and third-party firms. Schwab Wealth Advisory does not provide specific individualized legal or tax advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate.
Asset allocation and diversification strategies do not ensure a profit and do not protect against losses in declining markets.
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