
Wealth PartnersThe Schwartz Group
Welcome
The Schwartz Group is built around a partnership-first philosophy— approaching each relationship from the same side of the table and serving as a consistent, accessible resource across a client's financial life. Led by Chad Schwartz, we emphasize responsiveness, follow-through and a high level of personal engagement, reflecting a belief that while market outcomes cannot be controlled, the level of care, attention and effort brought to each relationship can be.
Clients experience a relationship that is designed to feel highly personal and attentive, where priorities are understood and complex situations are approached with organization and care. The team is particularly focused on helping clients navigate moments that require thoughtful coordination—such as liquidity events, concentrated positions, assistance with generational transfer and evolving planning needs—while remaining a steady point of contact as those priorities change over time.
By combining the global capabilities of J.P. Morgan with a more customized, high-touch experience, The Schwartz Group seeks to deliver the feel of a boutique, outsourced family office—helping keep financial lives coordinated, organized and supported.
Our investment approach
The Schwartz Group's investment approach begins with a holistic view of each client's financial life. Rather than evaluating investments in isolation, we integrate portfolio decisions with tax considerations, liquidity needs, estate structures and philanthropic goals—helping ensure each element is considered within the context of the full picture.
Portfolios are constructed with a balance of long-term discipline and flexibility. The team works across equities, fixed income and alternative investments, incorporating tax-aware strategies, risk management and thoughtful diversification. This is especially relevant for clients managing concentrated positions or preparing for liquidity events, where structuring and timing can play an important role.
Drawing on institutional market experience, the team evaluates opportunities through a practical lens, blending strategic positioning with selective adjustments as conditions evolve. Ongoing communication and accessibility remain central, helping clients stay informed, organized and engaged as they consider important financial decisions.
Meet Our Team
Specialist Resources
Insights

5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read Now
A historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Kevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read Now
Using donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read Now
Business succession planning: Valuing your business
September 8, 2026Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
Toto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read Now
US-Canada trade escalation: Why autos and oil matter more than today’s tariffs
September 2, 2026U.S.–Canada tariffs may have limited near-term economic impacts, but a further shift in policy – especially in autos or energy – could complicate the inflation and growth outlook.Read Now
New York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read Now
Should you convert your traditional IRA to a Roth IRA?
September 1, 2026Converting from a traditional IRA to a Roth IRA is a significant decision that requires careful planning. Here are some things to consider.Read Now
5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read Now
A historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Kevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read Now
Using donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read Now
Business succession planning: Valuing your business
September 8, 2026Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
Toto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read Now
US-Canada trade escalation: Why autos and oil matter more than today’s tariffs
September 2, 2026U.S.–Canada tariffs may have limited near-term economic impacts, but a further shift in policy – especially in autos or energy – could complicate the inflation and growth outlook.Read Now
New York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read Now
Should you convert your traditional IRA to a Roth IRA?
September 1, 2026Converting from a traditional IRA to a Roth IRA is a significant decision that requires careful planning. Here are some things to consider.Read Now





