About Us

We are strategizing for our clients and their future generations

The Schwartz Group has been serving our clients since 1988 using state-of-the-art estate planning techniques to analyze and monitor their estates.  Our focus is to provide more service to our clients than any other organization.  We accomplish this by meeting with clients' on a quarterly basis to update estate plans, bring new ideas, and listen to our clients' needs and objectives.  We bring something more to the table - service and solutions that go beyond those offered by other organizations.

In the broadest sense, the work we do focuses on the protection of family values.  To meet that objective we must embrace higher standards of discretion and integrity, propose solutions with a balance of creativity and prudence, execute plans with throughness and accountability, and administer results comprehensively and proactively.

Peace of mind is knowing that your family is taken care of while you are here and after you are gone.  The Schwartz Group provides wealth preservation tools and services designed to protect, maximize and transfer your estate.



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