Schwab Private Wealth Services™
What you've built deserves more than a standard solution.
Talk to a Consultant or call us at 866-855-9102 to learn more.
Built around the success you've achieved and the life you've designed.
Clients with more than ten million dollars in qualifying assets at Schwab are automatically enrolled in Schwab Private Wealth Services—a complimentary suite of benefits designed for managing the entirety of their financial picture.
It's a relationship built around your vision, with personalized support and seamless coordination that evolves with your life.
Personalized guidance shaped by your priorities
Your Consultant becomes your point person and strategic sounding board, aligned with what matters most to you.
Seamlessly coordinated access to specialists
From estate strategies to lending, our team of specialists works in concert to support the complexities of your world.
Priority service that anticipates your needs
You'll receive proactive outreach, fast responses, and access to senior-level teams who specialize in serving clients.
As your financial picture evolves, so do the conversations.
The more complexity you manage, the more questions you carry—about what's next, what's possible, and how to protect what matters.
That's why our conversations go deeper, covering everything from tax-smart strategies and estate planning to charitable giving and family dynamics.
Your goals. One coordinated team.
What your Consultant does, and why it matters.
More than a point of contact, your Consultant acts as the head coach of your wealth strategy. They bring a deep understanding of your goals and assemble the right team to help execute your vision. They also coordinate across your full Schwab team to ensure a seamless, integrated approach.
You'll hear from your Consultant regularly and can reach out anytime. We're always transparent about how our Consultants are compensated, and we use a structure that keeps their focus on you.
Specialist support, when and where you need it.
Wealth Management Specialists
Guidance across retirement planning, tax strategies, wealth transfer, and more—so you can make informed decisions in every area of your plan.
Private Wealth Services Team
This team handles day-to-day coordination behind the scenes—keeping tasks moving quickly, smoothly, and discreetly—so you can stay focused on the bigger picture.
Senior Lending Team
Offers direct access to lending experts at Charles Schwab Bank who can help align credit strategies with your broader financial goals.
Discover what's possible with Schwab.
Speak with your Financial Consultant or call 866-855-9102 to discuss Schwab Private Wealth Services.
Common questions
Schwab clients who have $10M in qualifying household assets, including a retail account, are automatically enrolled in Schwab Private Wealth Services.
No, Schwab Private Wealth Services is complimentary, with no fees to join—and your experience is enhanced with the following benefits:
- A dedicated Consultant who can help with financial and retirement planning, as well as a dedicated Senior Lending Team through Charles Schwab Bank to consult on your comprehensive banking needs
- Wealth management specialists in a wide range of areas, including tax, trust and estate planning, equity compensation, and more
- An annual Schwab Appreciation Bonus—in the form of a $1,000 Card statement credit—with the Platinum Card® from American Express Exclusively for Charles Schwab. Credit Card approval required. Bonus may be taxable.1 Terms apply.
- Unlimited free domestic wire transfers through your brokerage account
- Live and virtual premium experiences that offer valuable opportunities to network with other successful investors
Yes, family members who reside at your primary address and have a Schwab account may also qualify for these benefits. Please click on the links provided for more information on the qualifying assets for each benefit.
At Schwab, our highest priority is looking through clients' eyes. This philosophy is instilled in our Consultants and reinforced through training, supervision, and oversight. Our Consultants follow Regulation Best Interest and the fiduciary standard to provide transparent guidance, so clients know their financial goals always come first.
We are always transparent about how our Consultants are compensated and we employ a structure that allows us to focus on your priorities. See how our professionals are compensated. Our Consultants' services are also backed by our Satisfaction Guarantee.
To find a Consultant, please call 866-855-9102.
Qualifying households with $10M+ are enrolled in Schwab Private Wealth Services for a minimum of 12 months. After 12 months, your household will be re-evaluated on an ongoing basis to determine if it will remain eligible.
Yes, your Consultant can connect you with trading specialists who are well-versed in equity, exchange-traded funds (ETFs), options, and futures/forex trading. They can answer any of your trading-related questions and offer support with our trading platforms.
No. You will need to separately apply for a new Platinum Card® from American Express Exclusively for Charles Schwab.
Schwab Private Wealth Services clients who already have the Platinum Card® from American Express Exclusively for Charles Schwab will be eligible to receive a $1,000 Card Statement Credit if they meet all of the criteria. Please allow 6—8 weeks after calculation for the Schwab Appreciation Bonus to be posted. To receive this benefit, your Card account must be active and not in default at the time of fulfillment. The Calculation is completed based on your annual Card account renewal month. Terms apply.
The Schwab Appreciation Bonus may be taxable income to you and may be reported on Form 1099. You are responsible for any federal or state taxes resulting from the Schwab Appreciation Bonus. Please consult your tax advisor if you have questions about the tax treatment of the Schwab Appreciation Bonus.