Schmidt and Associates

Merrill Lynch Wealth Management
3550 Vine Street
Suite 300
Riverside, CA 92507
(951) 369-3802
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Whether developing a strong retirement plan for your company or finding investment strategies for your personal wealth management, we provide a personalized approach to helping you meet your goals.
Schmidt and Associates
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions. Our team can provide you with access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work with you to help you pursue your goals through personalized wealth management strategies.

Meet Our Team
Ty Schmidt,

CFP®, CPFA™, CRPC™

First Vice President, Wealth Management Advisor
951.369.3802
Austin Schmidt
Financial Advisor
951.369.3890
Lori Barnett
Wealth Management Client Associate
951.369.3811
Maria G Schmidt
Wealth Management Client Associate
951.369.3870
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.