2022 Modern Wealth Survey

Schwab’s Modern Wealth Survey finds values are driving spending, saving and investing decisions of Americans more than ever.

Key findings

Almost three-quarters of Americans say their personal values guide how they make life decisions more today than they did two years ago.
Seven in ten Americans prioritize using their money to support causes they care about.
When asked which personal values are their biggest motivators, Americans prioritize putting others first, including the environment and sustainability and family and friends.

View the full findings Read press release

Fact sheets

Select a city below to view a summary of key findings for that geographic region.

About the surveys

The online Modern Wealth Survey was conducted by Logica Research from February 8, 2022, to February 27, 2022, among a national sample of 1,000 Americans aged 21 to 75. Quotas were set to balance the national sample on key demographic variables.

The Retail Client Sentiment data is collected by Schwab quarterly via an online survey of clients with retail assets of at least $2,000. There is oversampling to achieve adequate sample sizes for sub-group analysis, and then application of a weighting scheme to create a total respondent population that is representative of Schwab’s client base. The study was fielded at the beginning of the quarter: January 5-16, 2022.

Media contact: Hibah Shariff