Schwartz & Co.

At Schwartz & Co. we have a distinguished history of serving our clients and helping them attain their financial goals. Since 1976, we have served institutional and private wealth clients. We are registered to do business and have clients in all 50 states. Driven by long-term discipline, 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. We specialize in providing retirement plan consultative services and customized wealth management.