Investment Management

This is another one of those broad terms with many meanings from true management, to getting a call informing you that it's time to buy some product. You might even have an 'advisor' who handles your investments but you never hear from them.  At Schwartz Wealth Management you will hear from me on a regular basis whether times are good or the market has its challenges.


Most of my clients opt for fee-based accounts with discretionary/active management. This puts you and I on the same side of the table with no conflict of interest since what is good for you is also good for us. Most of our discussions get to be about what is going on in your life that might affect the investment decisions that are made, not about selling you something new. It is a refreshing way of doing business that leaves you happy to refer me to your family and friends.