Pursue your goals confidently.

Today's financial landscape is complex. But with the advice and collaboration of professionals at Schwab, you can plan for today, tomorrow, and for generations.

Choose a solution based on your needs.

At Schwab, we believe in the power of choice. That's why we offer multiple wealth and investment management solutions designed to fit a wide range of financial situations, investing styles, and client needs. Explore your options to find the solution—or solutions—that fits you best.

Find a comprehensive wealth solution that's right for you.

Investments are just one aspect of wealth planning. Your tax rate impacts your investment returns. Your borrowing impacts your insurance needs. Your cash flow impacts your lifestyle. That's why Schwab connects key facets of your financial life—so you can see what's missing to maximize your wealth. Start a conversation with a Schwab investment professional who will help you make the decision that's best for you.

Schwab Wealth Advisory™

Schwab Wealth Advisory provides you with a comprehensive and personalized wealth management strategy that starts with your goals and adapts to your changing needs. Your dedicated advisor is backed by an experienced team of specialists who cover key aspects of your financial life. Backed by the safety, trust, and value you can expect from Schwab.

$500,000 to start. Fees start at 0.80%, and the fee rate decreases at higher asset levels.

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If you prefer to work with an independent advisor or have unique wealth management needs: 

We can also refer you to a local independent advisor from the Schwab Advisor Network®—a group of prescreened independent advisory firms nationwide. All advisors are prescreened on criteria such as investment management experience, amount of assets managed, and professional education.  

Explore investment solutions to meet your goals.

We also offer professionally managed portfolios that aim to meet specific investment goals like steady income, diversification, or personalized indexing. A Schwab investment professional can work with you to assess your financial needs and recommend portfolios that may be appropriate for you.


Created to build a more reliable source of income through stock dividends.

Fixed Income

A fixed-income solution designed to help provide a steady income source while adding portfolio diversification. 

Broadly Diversified

Actively managed portfolios consisting of broadly diversified mutual funds or ETFs. 

Direct Indexing

A separately managed account that offers a personalized direct indexing strategy which can be personalized and allows for automatic tax-loss harvesting.*

We know the power of choice is important. So, in addition to our lineup of best-in-class proprietary solutions, we offer Managed Account Select®. It unlocks access to a wide range of strategies managed by professional, third-party asset managers. And having the freedom to choose from separately managed accounts means greater flexibility to meet your specific investing needs and goals.

Make investing easy with our automated solutions.

Our automated investing solutions can build and manage your portfolio utilizing innovative technology with professional help available when you need it.

Schwab Intelligent Portfolios®

Our robo-advisor simplifies investing by building, monitoring, and automatically rebalancing a diversified portfolio based on your goals. Plus, you can get help from Schwab professionals anytime, 24/7. 

Schwab Intelligent Portfolios Premium®

Provides all the features of Schwab Intelligent Portfolios, plus unlimited 1:1 guidance from a CERTIFIED FINANCIAL PLANNER™ professional. You'll also have access to interactive planning tools and a personalized roadmap for reaching your goals. 

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We're with you every step of the way.

Your Schwab investment professional will be your main point of contact at Schwab. You'll work together to select specific wealth management and investment strategies to help you meet your needs. 

Start a conversation with a Schwab investment professional.

Already working with a Schwab investment professional?

Call them today about your wealth and investment management needs.

Have questions? We're here to help.