Please read here for our Q2 2024 market commentary, authored by our Vice President David Breuhan.
Schwartz & Co.
Financial Services
Bloomfield Hills, MI 650 followers
Relationships. Rigor. Results.
About us
At Schwartz & Co. we have a distinguished history of serving our clients and helping them attain their financial goals. Since 1976, we have served institutional and private wealth clients. We are registered to do business and have clients in all 50 states. Driven by long-term discipline, we provide the investment expertise and customized service of boutique practices, with the resources, intellectual capital, and infrastructure of larger firms. We serve large institutions, individuals, families, and business owners. We specialize in providing retirement plan consultative services and customized wealth management.
- Website
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http://www.GJSCO.com/
External link for Schwartz & Co.
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Bloomfield Hills, MI
- Type
- Privately Held
- Founded
- 1976
- Specialties
- 1. Institutional Services, 2. Wealth Management, 3. Retirement Planning, 4. Financial Wellness, 5. College Planning, 6. Non-Profit Institutions, 7. Legacy Planning, 8. Private Placements, 9. Investment Banking, and 10. Mergers & Acquisitions
Locations
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Primary
Get directions
3707 W. Maple Road
Bloomfield Hills, MI 48301-3212, US
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Get directions
4040 Gulf Shore Blvd N
Naples, Florida 34103, US
Employees at Schwartz & Co.
Updates
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Schwartz & Co. colleagues enjoyed a fun night out in the D. Thanks Janette Schad for organizing a festive summer kick-off!
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Schwartz & Co. is pleased to announce that National Ladder & Scaffold Co., Inc. has been acquired by White Cap. Congratulations to the Corradi family, National Ladder, White Cap and the Schwartz & Co. Investment Banking Team on the successful outcome!
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Schwartz & Co. is honored to be nationally recognized for the sixth consecutive year by The Wall Street Journal and Barron's as a Top 100 Institutional Consulting Team. Thank you to our trusted clients for choosing us to be your fiduciary partner. https://lnkd.in/dFAGgBgq
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Remembering our beloved colleague Benjamin Jones today and everyday. The Get To® Foundation proudly honors his legacy. https://lnkd.in/g9BFyh99
Cranbrook coach killed by drunk driver honored with foundation
fox2detroit.com
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Schwartz & Co. is pleased to announce that Brandon J Roofing has partnered with Omnia Exterior Solutions™. Congratulations to Brandon Kowalski, Omnia Exterior Solutions™, CCMP Capital Advisors, and the Schwartz & Co. Investment Banking Team on a successful outcome!
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Please read here for our Q1 2024 market commentary, authored by our Vice President David Breuhan.
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Schwartz & Co. was pleased to host a wonderful event in Naples earlier this month, featuring our friend and distinguished former U.S. Ambassador, John Rakolta Jr. Thank you John Rakolta Jr. for an informative and engaging presentation!
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Read here for our Vice President David Breuhan's latest publication, 'The Reckoning'. https://lnkd.in/gvM95VQU
The Reckoning
https://www.catholicjournal.us