A comprehensive wealth management strategy designed just for you.

With expertise and a disciplined approach, Schwab Private Client™ delivers a wealth management plan that covers key components of your financial life.

Core Wealth Management Topics

Managing your wealth, from investments to beyond.

In addition to helping you choose an appropriate mix of investments, your Private Client Advisor will guide you through key wealth management topics to keep you on track toward your financial goals.

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    Investment Planning

    Creating and maintaining a customized, goals-based portfolio and providing actionable recommendations that consider a broad range of investment vehicles.

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    Retirement Planning

    Assessing your retirement goals alongside your budgeting and spending habits, then making a plan for getting to—and through—retirement.

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    Tax Planning

    Targeting tax-smart investment and planning strategies, from IRA conversions and income distributions to tax-loss harvesting and capital gains.1

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    Estate Planning

    Providing guidance and connecting you to experts on titling and beneficiary designations, executor and trustee selections, distributing assets, and charitable giving strategies.

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    Risk Management & Insurance

    Helping you learn more about planning strategies and products, including fixed and variable annuities and insurance policies that could protect you from risk.

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    Banking & Credit Management

    Discussing borrowing, debt management, and a range of specialized lending solutions.

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    Education & Family Support

    Saving and investing plans for special needs and education goals, and guidance for tax-advantaged vehicles such as 529 plans and Coverdell ESAs Tooltip .

Our three-pillar investment philosophy.

  • Goal-oriented

    Your plan will be tailored to your unique situation, from your short-term needs to your long-term goals.

  • Diversified

    Your dedicated team can access a broad range of investments to align with your objectives, such as principal preservation, income, or growth.

  • Disciplined

    Our established approach to investing and wealth management will help keep you on track as you pursue your financial goals

  • Ready to start a conversation?

    Talk to a Financial Consultant to find out if Schwab Private Client is right for you. 

    or call 866-645-4124

  • Already working with a Schwab Financial Consultant?

    Talk to your Financial Consultant to learn more about Schwab Private Client. 

Common questions

Questions? We're ready to help.