Schwartz & Co. Celebrates 50 Years of Financial Advisory Services
Founded in 1976, Schwartz & Co., based in Bloomfield Hills, Michigan, has expanded from a local financial advisory firm to one serving clients nationwide with offices across the U.S. The family-owned business now includes wealth management, institutional services, and investment banking divisions. The company's growth led to the opening of an office in Naples, Florida, and it currently employs 44 professionals, including third-generation members from Gregory Schwartz Sr.'s five sons. Edward Schwartz, who serves as President and CEO, launched the firm’s institutional services division in 1993, which now advises over 190 retirement plans, foundations, and endowments. Schwartz & Co. recently celebrated its milestone anniversary with events for employees and a charitable event supporting AAUW. The company continues to expand by adding talent across all divisions while maintaining strong client relationships.
Topics: family business financial services wealth management