We're Here When You Need Us

June 6, 2025 Rick Wurster
Through periods of volatility, our unwavering focus remains on serving you.

At Schwab, we strive to delight you with every interaction—whether that's through our online educational offerings, convenient digital tools designed to help you pursue your financial goals, or in-person support from your trusted financial consultant to navigate important financial decisions.

While we know clients are embracing our digital experiences, we also know there's simply no substitute for human connection and guidance. In 2025, we opened 10 new branches in communities across the country and hired more financial consultants to serve you. We're continuing to make these investments in 2026.

It is a privilege to be trusted with your hard-earned dollars and financial dreams. Our job is to help you work toward them. That's why when you step into your local branch, you'll meet people ready to understand your needs, hear your concerns, and help you chart a path that's right for you. It's a place for meaningful wealth-planning conversations, hands-on guidance, and in-person events that can complement your financial life.

We're proud to be building upon a client experience that delivers useful digital tools and an accessible, personal experience anytime you need it. And of course, our Schwab financial consultants are always just a phone call away. We look forward to your next visit.

Rick Wurster signature

Rick Wurster

President & Chief Executive Officer

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

Investing involves risk, including loss of principal.

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