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Charles Schwab

Insights

Pacific Wealth Management® (PWM) strives to partner with industry leaders as we navigate the markets and serve our clients. We regularly upgrade our internal systems with the most advanced technology so we may better manage our clients’ wealth. That is why PWM partners with Charles Schwab to custody all of our client accounts. Schwab is the nation’s largest Custodian of RIA assets and the world’s third-largest financial institution.

Charles Schwab enables us to operate even more efficiently on our clients’ behalf. Schwab provides superior customer service, no-fee equity trades, a streamlined account opening process, and much more. Schwab is consistently rated #1 in categories such as Website Security, Investor Satisfaction, and Client Service.

With Schwab’s commitment to transparency, ethics, low fees, asset safety, and service, we are confident that our partnership with Schwab allows us to better serve our clients.

You may also be interested to learn more about Charles Schwab by visiting their website: www.schwab.com  


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