Before your next meeting, we need your help. We want to make sure you've taken the RISK QUIZ. We've also created our Meeting Prep Checklist, which will assist you in gather the required information to have a great meeting. It is extremely important to bring this information with you to the meeting (or send it to us in advance of the meeting. If you need to upload documents to us securely, CLICK HERE.
STEP 1
Please review this short PDF before your meeting and come prepared to discuss any questions or key takeaways.
Charles Schwab & Co., Inc. is one of the firms that we use to custody our client assets. Charles Schwab & Co, Inc., Peak Wealth Management, and the other entities named are separate and unaffiliated firms, and are not responsible for each other's services or policies. Charles Schwab & Co., Inc. does not endorse or recommend any advisor and the use of the Charles Schwab & Co., logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by Charles Schwab & Co., Inc., member FINRA/SIPC.
