Financial Planning

The term financial advisor has many definitions to different people. To some it is their insurance broker, to some it is anyone who sits behind a desk at their local bank. For many people 'financial advisor' is a term reserved for those guys in the $1500 suits that cater only to the mega-rich with millions of dollars in disposable assets.


At Schwartz Wealth Management your financial advisor is a local business owner who is always in your corner looking out for your interests. Here, whether you come in with $25,000 or several million dollars you are welcomed and treated with the same respect. I am well versed in all aspects of financial management be it managed accounts, stocks, insurance needs, estate planning, or retirement planning. This is why I always say that at Schwartz Wealth Management you get "the knowledge you need from the neighbor you trust".