See how Schwab Wealth Advisory™ can help you pursue your goals.
Explore how we can help build, adjust, and maintain comprehensive wealth management plans to align with every stage of life.
We created these sample scenarios to showcase how Schwab Wealth Advisory could potentially help investors like you pursue their goals.*
How we helped Rose
Rose recently retired. While excited about this next stage of her life, she also had a lot of questions for her Wealth Advisor about her finances and managing her wealth:
- How can I provide a legacy for my children?
- What should I do with my company stock?
- Can I limit what I pay in capital gains tax?
How we helped Diya and Ravi
Diya and Ravi were building their dream house while selling a condo. Planning to retire soon, they wanted a funding safety net in case the condo closing took longer than expected. They also had some pressing questions about their investments and tax planning:
- Can we maintain our current lifestyle in retirement?
- Is there a way to help minimize estate taxes?
- How can we secure short-term construction funding?
How we helped Gillian and Jack
Gillian and Jack were preparing to retire in their early sixties. They had questions about how to minimize taxes and wanted to better understand how they could approach their investments:
- How should we exercise workplace stock options?
- How can we minimize taxes and maximize deductions?
Looking for help? Let's start a conversation.
Tell us about yourself so we can help connect you to the support you need. Just answer a few questions and we'll reach out by email or phone.