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Deep Resources, Deep Relationships

Investments can be overwhelming - which is why the Schwartz & Co. team strives to instill confidence and clarity throughout the process. We are committed to creating a plan that will help you pursue your financial goals. Trust, Independence and Community are the cornerstones of our practice.


Trust is our founding principle - and trust is built on transparent communication. We believe an educated client is an empowered client, which is why we listen closely to our clients and utilize a collaborative approach to lay out a financial plan that is tailored to their unique needs.


Our independence is key. Schwartz & Co.'s team of advisers will work to proactively guide you throughout the financial decision-making process. We are here to answer your unique questions, provide resources and support for you, your family and/or your business. Our goal is to help you make educated choices that will serve your best interests.


We are a family owned and operated firm, and we maintain a strong sense of our community. We share our core values with our clients, and we are invested along-side our clients. Our objective is to provide advice and guidance in the client's best interest. Our independent, process-driven approach enables us to focus entirely on our clients' needs and to make suitable, sound recommendations to drive towards the desired client outcome.