W. SWARTZ & CO

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... Our investment philosophy and process ensures that our clients achieve the long-term performance they need to reach their goals.

Also known as: W. Swartz & Co, LLC