Wealth Partners

The 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.