Handle complexity with confidence
Schwab Advisor Wealth Strategy Consultants™ is ready to offer support for complex portfolio strategies and help you navigate nuanced client scenarios with greater clarity.
Strategic support built into your Schwab relationship
The Schwab Advisor Wealth Strategy Consultants team is your go-to for outcome-oriented strategy support. Whether you're looking for foundational support or insights to help fuel sophisticated strategy decisions, these experienced and specialized professionals work shoulder to shoulder with you as a sounding board. They're here to help you evaluate trade-offs and apply strategies across a range of client needs, like concentrated positions, income planning, hedging strategies, and more.
Deep experience
Our consultants average 25 years in the industry and have navigated the ups, downs, and surprises of many market cycles. They bring experience with complex portfolios, including concentrated positions, income planning, and hedging strategies.
Exclusive insights
Market commentary is just the beginning. The team works one-on-one with you to translate strategic insights into practical portfolio decisions you can apply to unique client situations.
Integrated expertise
Our consultants can connect you to a broader network of Schwab specialists and help coordinate across teams. Streamlining your access to Schwab's broader capabilities can help you provide more complete and personalized client solutions.
Frequently asked questions
Here's how Schwab Advisor Wealth Strategy Consultants works with you and the range of situations the team can support:
As a built-in part of your Schwab relationship, Schwab Advisor Wealth Strategy Consultants works with you on portfolio scenarios that require deeper evaluations, such as concentrated positions, income planning, and hedging strategies.
We support advisors across a range of experience levels, from those building familiarity with advanced approaches to those working through more complex client situations.
The team supports a range of scenarios, including options, technical analysis, concentrated positions, income planning, synthetic solution considerations, and hedging approaches.
Whatever you need it to look like. A consultation is a 1:1 discussion with a deeply experienced member of the Schwab Advisor Wealth Strategy Consultants team, focused on the unique needs of your clients. Think of them as your strategic sounding board for the complex stuff.
That's only part of the benefit. In addition to individual consultations, the team provides ongoing market commentary, technical analysis, and a weekly webcast series to support your broader approach to portfolio strategy.
No. The team supports a broad range of portfolio strategies, including but not limited to options, technical analysis, concentrated positions, income planning, synthetic solution considerations, and hedging approaches.
Our Schwab Advisor Wealth Strategy Consultants fact sheet gives a more detailed overview of what our team can do for you.
Ready to talk strategy?
So are we. Our team is standing by, ready to schedule a consultation. Fill out one simple form, and we'll take it from there.
Explore our educational content
Log in to Schwab Advisor Center® and visit the News & Resources section for webcasts, sample write-ups, and more.
Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the Options Disclosure Document titled "Characteristics and Risks of Standardized Options" before considering any option transaction. Supporting documentation for any claims or statistical information is available upon request.
Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss.
Investing involves risk, including loss of principal.
Schwab does not recommend the use of technical analysis as a sole means of investment research.