About Schwartz Wealth Management

Mission Statement

Schwartz Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.


Schwartz Wealth Management combines experienced professionalism with a "hands on" approach to financial guidance. Not only will you find us knowledgeable, but you will also discover that we truly care about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to potentially get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

We truly consider this process to be a partnership between you and us as we work to make your goals a reality.


Schwartz Wealth Management is based on the principle that the understanding of your current financial situation by both the advisor and the client is vital to successfully make prudent decisions. By working as a team our goal is to strengthen your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us anemail or give us a call at 570-616-0226.