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A seasoned and trusted team by your side.

With Schwab Private Client™, get the peace of mind that comes from the committed attention of experienced professionals.

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A team dedicated to your needs.

Your Financial Consultant and Private Client Advisor are by your side to help you make informed decisions about your wealth. Your experienced team draws on Schwab’s deep investment management and planning resources, giving you confidence as you pursue your most important financial objectives.

Your Financial Consultant

Your Financial Consultant coordinates your entire relationship with Schwab, including:

  • Serving as your guide at Schwab to help get you on track to meet your goals.
  • Staying connected with your Private Client Advisor as you make informed decisions about your wealth.
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A couple sits across the table from a woman, having a conversation. A couple sits across the table from a woman, having a conversation. A couple sits across the table from a woman, having a conversation.

Your Private Client Advisor

As a complement to your Financial Consultant, your experienced, credentialed Private Client Advisor gets to know you and your family's financial needs, with services including:

  • Evaluating your portfolio and providing ongoing investment recommendations.
  • Identifying and responding to your broader wealth management needs.
  • Monitoring your progress and adjusting your strategy to changes in your circumstances per your directions.

Expertise for your planning needs.

Your Private Client Advisor can also work with specialists to help manage even the most sophisticated and complex financial situations. They provide general guidance on topics including:

  • Risk management
  • Asset protection and hedging strategies
  • Executive compensation
  • Business succession
  • Charitable giving
  • Fixed income
  • Liquidity needs
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  • 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.