Montrice Robinson: At Schwab Wealth Advisory, we help clients answer the important questions.
Richard Velazquez: Am I truly in a position to be able to retire?
Jeffrey Minor: Will I outlive my money?
Susan Poss: What is going to be my legacy?
Imtiyaz Nathoo: How can I effectively transfer assets to my children?
Richard: Do I need a trust and estate plan?
Montrice: Can I sell my business?
Regina Tsai: Am I doing the right thing?
Dean Belknap: What now? What next?
Susan Poss: This is why we're here.
Susan Poss: Schwab Wealth Advisory is our premier wealth management experience.
Richard Velazquez: I think what's so unique about Schwab Wealth Advisory is that we truly are there to partner with our clients. They can be as involved as they want, but at the same time, we're here to do the heavy lifting.
Ryan Ledbetter: I have the unique privilege to impact lives.
Montrice Robinson: We take a client first approach. We pay attention to the details. We think about their objectives. We think about their goals.
Jacqueline Chapelle: Understanding what their preferences and values are helps govern the type of advice that we give.
Richard Velazquez: And then once we've been able to identify and prioritize that, then we can really get to work.
Ryan Ledbetter: It's not just me as an advisor. I have a whole team of experts.
Dean Belknap: We have individuals experienced in options, in annuities, family planning, banking, credit lending,
Imtiyaz Nathoo: Retirement planning, estate planning, tax planning.
Jacqueline Chapelle: Having the team of experts at your disposal adds a peace of mind and confidence that you are in the best situation possible.
Imtiyaz Nathoo: We're going to be there every step of the way.
Ryan Ledbetter: To look out for blind spots and to step in whenever you need us.
Regina Tsai: Schwab Wealth Advisory, it's professional wealth management. On your terms,
Richard Velazquez: on your terms,
Dean Belknap: your terms
Jacqueline Chapelle: on your terms.
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Disclosures: 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.
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 Advisers 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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