History Moving Forward

A distinguished history of client commitment and long-term focus

Schwartz & Co. was founded in 1976 by Gregory J. Schwartz, Sr., with a wife and five young sons at home. In 1979, he moved his practice into a farmhouse conveniently located on the crossroads of Maple and Lahser in Bloomfield Hills, Michigan, which to this day serves as the company’s headquarters. In 2022 the firm opened a second location in Naples, FL - a step representative of the practice's national footprint and growth strategy.

Every Schwartz son brings to the firm unique perspective from previous work done at various financial and investment focused firms in New York and San Francisco.  What began as Greg’s vision nearly 50 years ago has grown into an extensive team of industry experts. Greg and his five sons have invested heavily in a team of investment professionals, analysts and client service associates, well beyond the family to build a firm that is values-based and client focused.

Today, we provide customized investment advice, and we serve our community and our clients throughout the United States. Greg’s original goal was to identify and research sound investments for his clients. Our firm’s dedication to providing investment excellence to our clients and our community is as unwavering today as it was in our founding. As the future unfolds, the cornerstone of our business remains the same — we are firmly aligned with our clients, as we strive to help them achieve their financial goals and objectives.