Words of Thanks

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

President & Chief Executive Officer