The Retirement Group | Charles Schwab

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 knowledge and insights that can help you pursue 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 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.

* The Retirement Group® is not affiliated or endorsed by any company or employer which includes, but is not limited to:

*AT&T, *Apache Corporation, *Altria, *Avaya, *Baker Hughes, *Bayer, *Boeing, *BP, *Bristol Myers Squibb, *Chevron, *Concho Resources, *Hughes, *fidelity.com, *Wyeth, *Northrop Grumman, *Merck, *Raytheon, *Coca-Cola ,*Qwest, *Pfizer, *Caterpillar, *ConocoPhillips, *ExxonMobil, *Sempra Energy, *San Diego Gas & Electric Company, *Southern California Gas Company, *Ameren, *Anheuser-Busch, *APL, *Bank of America, *Blackhawk Networks, *Caterpillar, *CenturyLink, *Chevron, *Citigroup, *Clorox, *Coca-Cola, *Colgate, *Con Edison, *ConocoPhillips, *Dexone, *ExxonMobil, *GlaxoSmithKline, *Halliburton, Hewlett Packard *Home Depot, *Honeywell, *HP, *IBD, Johnson Controls *Kaiser Permanente, *Kimberly-Clark, *Kinder Morgan, *Lockheed Martin, McCormick Spice, *Merck, *Monsanto, *Northrop Grumman, *Occidental Petroleum, *Pepsi, *Pfizer, *PG&E, *Phillips 66* *Phillip Morris, *Qwest, *Raytheon, *Royal Dutch Shell, *Safeway, *San Diego Gas & Electric, *Schlumberger, *Scotts Miracle Gro, *Sempra, *Siemens, *SoCal Edison, *Sony, *Southern California Edison, *Teradata, *Toyota Motor Corporation, *Tropicana, *United Parcel Service, *Verizon, *We Energies Group, *Wisconsin Energy, *Wyeth and *Verizon