Your life is unique. Your wealth strategy should be too.
As your financial life grows more complex, having the right guidance matters.
Schwab wealth management brings together personalized planning, experienced insight, and ongoing support to help you feel confident about what comes next.
Guidance from a dedicated professional who understands your goals.
Work with a Schwab Financial Consultant,† who takes a holistic view of your financial life and helps simplify important financial decisions by providing:
- Personalized guidance grounded in your goals, priorities, and broader financial picture.
- A single point of contact who supports you consistently as your needs evolve.
- Communication on your terms through digital access, regular check-ins, or in-person meetings at more than 400 branches nationwide.
Expert insight across key wealth and planning topics.
As your financial picture expands, your Financial Consultant can coordinate with specialists across Schwab to deliver a more comprehensive approach to your financial life, including:
- Advanced planning from tax, trust, and estate-planning professionals.1
- Portfolio evaluations and investment recommendations informed by Schwab expertise.
- Coordinated insight across planning and investing, backed by one of the most trusted firms in the industry.2
Solutions that adapt to your preferences and goals.
Decide how involved you want to be—hands-on or fully delegated—and adjust your level of guidance at any time.3 Our range of wealth and investment management solutions includes:
- Full-service wealth management from a dedicated advisor.4
- Professionally managed portfolio solutions designed to meet specific investment objectives.
- Access to independent advisors for planning needs that require specialized expertise.
Complimentary services as your wealth grows.
We provide a suite of complimentary benefits—including priority service, rewards, and more—when you have more than one million dollars in qualifying assets at Schwab.
Request a complimentary consultation.
† Dedicated Financial Consultants are generally made available to clients who meet certain eligibility requirements. Of course, any Schwab client can talk to an investment professional anytime to learn about our range of investment solutions, and we'll work with you to determine the solution that's right for you.
Trust and value you can rely on.2
Schwab has more than 50 years of experience serving investors and supporting their long-term financial goals.
Satisfaction Guarantee
If for any reason you're not completely satisfied, we'll refund any eligible fees or commission related to your concern.**
Security
Security measures designed to protect your assets and account information.
Pricing
Straightforward, competitive pricing—no surprises, no hidden fees.
