michael.pendergrass
Acronym
Northfield Information Services, Inc
Product ID
WealthBalancer
Description

Goal based investment planning for households considering risk and taxes 

Images
Image
Wealthbalancer_1
Details
  • WealthBalancer projected cash flows based on portfolio returns, projected consumption and planned savings as client's financial circumstances and risk evolve over time. 
Image
Wealthbalancer_2
Details

WealthBalancer projected asset allocation considering taxes as client's financial circumstances and risk evolve over time. 

Features
  • Determines suitability based on investor’s risk appetite and risk capacity
  • Adjusts risk as client’s life circumstances change over time
  • Provides year-by-year projection of planned asset allocation
Vendors
Northfield Information Services, Inc
Management Style
Discount - No
Schwab Products
SIT Provider
Section
Financial Planning
Ad Hoc Tags
DoubleClick Tags

Read more about Schwab's privacy policy.

Third-party firms and their employees are not affiliated with or employed by Schwab. Their mention should not be construed as a recommendation, endorsement, or sponsorship by Schwab. The views expressed are those of the third parties and are provided for informational purposes only. The experiences shared are no guarantee of future performance or success and may not be representative of you or your experience. Third-party trademarks are the property of their respective owners and used with their permission.

Schwab does not provide investment planning, legal, regulatory, tax, or compliance advice. Consult professionals in these fields to address your specific circumstances.

Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. ("Schwab"), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. ("CSIM").

Independent investment advisors are not owned by, affiliated with or supervised by Schwab.

© 2026 Charles Schwab & Co., Inc. ("Schwab") All rights reserved. Member SIPC.