Schwartz & Co. was built on a foundation of delivering exceptional client service and financial expertise by Gregory J. Schwartz, Sr in 1976. Today, we honor this fundamental commitment to our clients…a priority that hasn’t changed since our inception.
Schwartz & Co. today is led by the five Schwartz sons and their extended team of financial professionals, and offers a full suite of investment services for institutions and families.
Nearly 50 years ago, Greg envisioned a home where individuals, families and institutional clients could find unique strategies to attain their financial goals. We continue to serve this vision each and every day.