The Schwartz Group
Forty years ago, Fern Schwartz started what is now The Schwartz Group at Merrill with nothing but her own determination to succeed. In the forty years since, she has built a successful practice comprised of over 150 individuals, multi-generational families, and small business clients. Our practice has grown because we continue to adhere to Fern’s philosophy: listen intently and treat everyone with the same level of decency and respect as you would want someone to give to you.
Our organized, comprehensive approach enables us to truly learn about what you want in life and provide you with a personalized wealth management strategy designed to help you turn your dreams into your reality.
Listen with care, advise with passion. With The Schwartz Group, you can feel secure in knowing that you've got a plan designed to help make your wealth work for you, by a team committed to intimately understanding the needs of their clients.
It's important to plan for your financial future, which means getting more than investment advice. We are dedicated to knowing who you are and what you want to accomplish. Someone who knows your children's names, how hard you worked to get where you are and how you view investing. We also know that your goals in life can change, which is why maintaining consistent contact with our clients is at the core of how we operate.
Our advice and financial planning approach are guided by what's important to you. We know how your life and what you want out of it can change, which is why we take great pride in our proactive outreach and the attention to detail we provide for our clients.
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.
