"To buy when others are despondently selling and sell when others are greedily buying requires the greatest fortitude and pays the greatest reward." - John Templeton
Wealth Management Made Simple
W. Swartz & Co., LLC, offers tailored wealth management services delivered with concierge-level care. We work with individuals, families and business owners to understand goals and objectives, design plans and get results. Unlike franchise organizations, we focus on expertise and advice, not selling products. We never collect any commissions or transaction fees because we never act as a broker or agent. Our fee structure is straightforward, transparent and fair. As a fiduciary adviser, we are legally bound to act in your best interest.
Financial Planning
We work with our clients to develop comprehensive, clear, and actionable plans.
Investment Management
Our investment philosophy and process ensures that our clients achieve the long-term performance they need to reach their goals.
Comprehensive Approach
We consult in tax reduction strategies, insurance planning, real estate, education savings, estate and legacy planning.
The firm is a Registered Investment Adviser with the State of Missouri, and Texas and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.