With more than 25 years of experience, Schvarcz Wealth Management has cultivated a personalized, solutions-based approach to all facets of wealth management and cashless exercise of stock options.

Margaret Schvarcz and her team’s ability to navigate the nuances of wealth management and distill the complexities of employee stock options into simple results for both the company and its employees have earned them an international roster of clients.

Whether you are looking for a one-to-one relationship to shape your portfolio, seeking guidance on the world of alternative investments, or wading through a complicated cashless exercise of stock options as an employee, executive, or corporation, Margaret and her team will devise an innovative path to meet your financial goals.

 
Individual Investors
 
Corporations

Train arriving, symbolizing timely insights

Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

19 August 2019
Correction - buying opportunity or more pain to come?
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6 August 2019
Correction time
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August 2019

Investor strategy: To trade or not to trade
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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

August 2019
Let’s talk about philanthropy
Are you interested in giving back to causes or charities that are meaningful to you? Is your charitable giving plan tax efficient? We’ve outlined some key considerations that can help you build a strong charitable giving strategy.

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