Schwartz & Co. Employee Directory

Financial ServicesMichigan, United States51-200 Employees

Schwartz & Co. is a financial services firm with a history dating back to 1976, offering investment expertise and customized service that blends boutique-level attention with the resources of a larger organization. The firm serves both institutional clients and private wealth clients, including large institutions, individuals, families, and business owners, and focuses on retirement plan consultative services alongside tailored wealth management solutions. Based in Bloomfield Hills, Michigan, with operations that extend to all 50 states, Schwartz & Co. emphasizes long-term discipline in its approach to investments and client service. The company operates from offices in Michigan and Florida, and its profile notes a commitment to providing personalized guidance and comprehensive wealth strategies within a regulated financial services framework. A recent development highlighted public outreach initiatives, such as a Coffee & Conversation Series launched in early 2022, reflecting efforts to engage clients and communities beyond traditional advisory services.

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