Gregory J. Schwartz & Company advisors are experts in helping plan well-diversified and robust investment portfolios that are protected against inflation and designed to minimize income taxes.  
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  Our institutional services include providing our expertise to retirement plan sponsors, as well as the investment portfolios of institutions. Schwartz & Co. functions as a comprehensive source for...  
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  When it comes to representing our clients in the acquisition and/or sale of companies, we utilize a meticulously structured process that will see the sale completed efficiently, with our sights set on....  
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  Navigating the changing insurance market can be trying for any businesses concerned with not only their bottom line, but also offering quality health insurance to their employees. Schwartz Benefit ...    
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Our Position
We are dedicated, first and foremost, to our clients’ long-term financial growth.

Our Philosophy
We practice a simple principle, which we believe keeps the relationship between our clients and ourselves personal and accountable:  The investments we recommend are only those that we ourselves invest in. This general philosophy governs how we do business.

Your Results
You and Schwartz & Co. are, in fact, investing together.  Consequently, we are able to grow together.  We take great pride in seeing that our clients, employees, business partners and shareholders meet their long-term goals.



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