Bob Barth
As a core member of the Schwab Wealth Advisory team, Bob works closely with wealth advisors to bring a broad range of advanced estate planning expertise. He can discuss a client's current wealth management situation, assist in identifying your estate planning goals, and provide ideas and suggestions to help achieve those goals. George offers consultations and analysis on topics such as trust and estate planning, risk management and insurance, transfer tax, and postmortem considerations. In addition, he can consult on topics such as charitable gift planning, business formation and succession, and asset protection. It’s a modern approach to wealth management—so clients can take ownership of their financial future.
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Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation of which there are important differences including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.
The Tax, Trust, and Estate Group specialists are employees of Charles Schwab & Co. or Schwab Wealth Advisory, Inc. and provide educational services for tax, trust and estate planning. This group does not provide advisory services, tax or legal advice, prepare legal documents, or provide investment management or portfolio allocations. Specialists partner with the client’s primary relationship manager to provide a holistic planning experience.
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. 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. Schwab and SWAI are affiliates and are subsidiaries of The Charles Schwab Corporation.