Charles Schwab

Our modern approach to wealth management starts with a Financial Consultant.

What is wealth management?

Wealth management is a service provided by a credentialed Financial Consultant to help a client manage and/or enhance his or her financial situation.

When you partner with a Schwab Financial Consultant, your questions will be encouraged and our answers will be straightforward.

We'll help you understand where your money is invested, how your investments are performing, and how much it's costing you. Plus, you'll have access to expertise and insights that can help you reach your specific goals.

It's a collaborative approach to wealth management that's all about transparency, accountability, and taking ownership of your financial life.

We believe investors deserve better. And here's our promise:

  • Partnering. You're not just a client at Schwab. We believe in partnering with you and getting to know you so we can work together on your terms.
  • Advice. We provide access to commentary and insights from Schwab experts and advice that is understandable, relevant, and actionable.
  • Choice. We offer a broad range of investment options from leading asset managers across the industry, not just our own.
  • Transparency. We'll be open and honest in all aspects of our relationship, including what you pay for our services and the thinking behind our advice.
  • Value. We design our products and services with a goal of driving down costs, so investors have more money to invest.