Wealth Management Made Simple

W. Swartz & Co., LLC offers tailored wealth management services to individuals, families, and business owners. We work with our clients to understand their goals and objectives, design plans and get the desired results. Unlike franchise organizations, we focus on expertise and advice, not selling products. We NEVER collect any commissions or transactions fees because we never act as a broker or agent. Our fee structure is straightforward, transparent and fair.

Financial Planning

We work with our clients to develop comprehensive, clear, and actionable plans.

Investment Management

We will work with you to create a 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.