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.

Schwartz & Co.

Edward Schwartz

This department provides financial guidance and investment management services to clients.

Investment Services

This department focuses on managing and enhancing relationships with clients to ensure satisfaction and retention.

Client Relations

This department manages client interactions and provides assistance regarding account-related inquiries.

Client Services

This department ensures adherence to regulations while providing support and assistance to clients.

Compliance and Client Services

This department provides strategic direction and oversees the overall operations of the organization.

Executive Leadership

This department manages financial planning, reporting, and client relationships.

Schwartz & Co.

Org chart

Teams

Investment Services

Client Relations

Client Services

Compliance and Client Services

Executive Leadership

Finance and Accounts

Offices

Schwartz & Co.

Org chart

Teams

Investment Services

Client Relations

Client Services

Compliance and Client Services

Executive Leadership

Finance and Accounts

Offices

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