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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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Helpful Content

Choosing a Mortgage

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

 

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Rightsizing for Retirement

What does your home really cost?

When Markets React

When markets shift, experienced investors stick to their strategy.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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