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Creech Schwartz Wealth Management

EST. AUM
$395,000,000

CONTACTS
6

CLIENT ACCOUNTS

Firm Details

Metro area Columbia, SC
CRD Number
Website creechschwartzwm.com
Client types

Overview

Creech Schwartz Wealth Management is a client-focused wealth advisory practice serving individuals, families, and businesses from its Sumter, South Carolina office. The team—founded by industry veterans Roy Creech and Milton and Reid Schwartz—delivers holistic planning and investment management tailored to each client’s goals and risk profile. Services span comprehensive wealth planning, retirement and income strategies, tax-aware portfolio design, and multigenerational wealth transfer. The practice operates on the &Partners platform and utilizes institutional-grade custody and technology to support transparent reporting and service. Their approach emphasizes listening first and coordinating with clients’ other professional advisors to build, manage, preserve, and transition wealth.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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