Individual Investors

Discretionary portfolio management

As your wealth manager, Schvarcz Wealth Management is committed to building a lasting relationship based on trust. The cornerstone of that trust is a well-defined individual Investment Policy statement tailored to your risk tolerance and investment goals. 

The team draws from their qualified investment experience and access to a full array of alternative investment options — from private equity to real estate investment trusts (REITs) — to design a comprehensive mix of assets in line with your values and goals. Every situation is unique, and it shows in their approach. Once a strategy is in place, the team will act in a discretionary manner, guiding your wealth goals to maximize returns while minimizing risk. 

Partnering with the specialized resources of Richardson GMP in private family office and estate planning, Schvarcz Wealth Management works alongside multi-generational families to develop long-term, tax-efficient plans that protect the wealth you’ve built.

Leveraging the team’s unique cashless exercise of employee stock options service, clients can seamlessly transition their stock options into long-term wealth plans.