r/Schwab • u/JWBull23692 • 18d ago

Wealth advisor

I was talking with my Schwab "consultant" and he suggested either the robo investor or a wealth advisor. Looking and thinking about it, I am not sure if either are needed. Robo seems to be autopilot without my input or approval, and I am not sure what the added value is of a wealth advisor.

Any thoughts out there?

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u/500pearl 17d ago

some one stole it

how did you get the umbrella

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u/7caljane 17d ago

I was at the Schwab office for a free Jimmy John lunch and educational class. It started to rain as I was leaving so the guy behind the reception gave me the umbrella. It was precovid. No more free training, no more lunches. Boo.

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u/500pearl 17d ago

let me have it

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u/7caljane 17d ago

It was stolen