Personalized wealth management services. Flexible investment solutions.
Guidance for every stage of your financial life.
Wealth management services at Schwab are designed to support the full picture of your financial life—from investing and retirement planning to tax considerations, legacy goals, and beyond.
As your needs grow more complex, your strategy should evolve with them. Schwab brings together personalized advice, professional portfolio management, and specialized expertise to help you navigate change, seize opportunity, and stay aligned with what matters most.
Whether you prefer ongoing guidance, customized investment solutions, or access to specialized strategies, you can choose the level of support that fits your goals—backed by the strength and scale of Schwab.
Full-service wealth management designed around your goals.
Schwab Wealth Advisory™ provides you with a comprehensive and personalized wealth management strategy that starts with your goals and adapts to your changing needs. Your dedicated advisor is backed by an experienced team of specialists who cover key aspects of your financial life.
$500,000 to start. Fees start at 0.80%, and the fee rate decreases at higher asset levels.
Schwab Wealth Advisory ranks #1 in the wealth management category on IBD's 2025 Most Trusted Financial Companies list
The IBD Most Trusted Financial Companies accolade/recognition was published online by IBD on September 12, 2025, and is licensed for a 15-month timeframe. The criteria, evaluation, and ranking were determined by Investor's Business Daily in conjunction with its research partner, TechnoMetrica Market Intelligence, and were based on consumer surveys conducted May–July 2025. (https://www.investors.com/news/financial-companies-most-trusted-top-30-list-2025/) Schwab paid a licensing fee to York Graphic Services, LLC for use of the award and logos through December 12, 2026.
StockBrokers.com 2026 Annual Awards #1 High Net Worth Investors
The StockBrokers.com and ForexBrokers.com 2026 Annual Awards were announced on January 27, 2026. Criteria, testing methodologies, and rankings were determined by StockBrokers.com and ForexBrokers.com. Companies were assessed across StockBrokers.com's 7 Primary Categories: Range of Investments, Advanced Trading, Mobile Trading Apps, Research, Education, Ease of Use, and Overall, and ForexBrokers.com's 8 Primary Categories: Trading Fees, Range of Investments, Trading Platforms, Mobile Trading Apps, Research, Education, Trust Score, and Overall. See 2026 SB Annual Awards page and 2026 Forex Annual Awards page for more information.
If you prefer to work with an independent advisor or have unique wealth management needs:
We can also refer you to a local independent advisor from the Schwab Advisor Network®—a group of prescreened independent advisory firms nationwide. All advisors are prescreened on criteria such as investment management experience, amount of assets managed, and professional education.
Investment solutions for greater personalization and control.
As your portfolio grows, so can the need for greater customization. We offer professionally managed portfolios that aim to meet specific investment goals, like steady income, diversification, or personalized indexing. These separately managed accounts (SMAs) offer a more personalized way to invest, with portfolios built from individual securities and professionally managed according to a defined strategy.
Our SMAs can offer greater transparency into what you own, the ability to reflect your preferences and values, and opportunities to manage taxes more precisely than traditional pooled investments like ETFs and mutual funds.
Automate your investing with Schwab Intelligent Portfolios®.
Our automated investing solution can build and manage your portfolio utilizing innovative technology. Our robo-advisor simplifies investing by building, monitoring, and automatically rebalancing a diversified portfolio based on your goals. Plus, you can get help from Schwab professionals anytime, 24/7.
Start a conversation with a Schwab investment professional.
Fill out the form below to start a conversation with a Schwab investment professional. They will be your main point of contact at Schwab and work with you to select specific wealth management and investment strategies to help you meet your needs.
Already working with a Schwab Investment Professional?
Call them today about your wealth and investment management needs.
