Broker Check

News Regarding Our Beloved Colleague, Ben Jones

Schwartz & Co. is deeply saddened to share that our beloved colleague and friend, Ben Jones, passed away in the late afternoon of Wednesday, August 19, 2020.

Ben was a bright, young leader at our firm and will be missed tremendously. We would like to express our sincerest condolences to his family, friends, teammates and all those who loved him. RIP and God Bless.

Please read here for a reflection from the Schwartz & Co. family.
<b>Big Impact, Boutique Service</b>

Big Impact, Boutique Service

At Schwartz & Co., we have a distinguished history of serving our clients and helping them attain their financial goals. Driven by family values, we provide the investment expertise and customized service of boutique practices, with the resources, intellectual capital, and infrastructure of larger firms. We serve large institutions, individuals, families, and business owners, and we specialize in providing retirement plan consultative services, customized wealth management and investment banking services. Contact us today to learn more about our firm and how we can help you achieve your financial goals.

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<strong>Our First Priority? You.</strong>

Our First Priority? You.

Our business is built on a foundation of thoughtful client relationships.

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