Business Strategies

Being a business owner has some unique challenges. You might be a sole proprietor, a 'mom and pop shop', a licensed professional, or you might be the owner / HR manager with hundreds of employees. Each scenario comes with its own special needs.

I spend the time to evaluate YOUR needs when it comes to planning and investing, my solutions don't come 'off the shelf'. For the attorney or accountant seeking someone to guide your client through important decisions- you will NEVER be embarrassed if Schwartz Wealth Management is the firm you refer them to. And YES I do make house calls (office calls too).