Swartzentruber Wealth Management

EST. AUM
$500,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Cleveland
CRD Number
Website swartzentruberwealthmgmt.com
Client types

Overview

Swartzentruber Wealth Management &Partners, based in Wooster, Ohio, provides personalized wealth planning and investment management for high-net-worth individuals and families. Helmed by founder Jeff L. Swartzentruber, the firm crafts bespoke strategies to help clients build, preserve, and transfer wealth through life stages. Their services encompass retirement planning, insurance, estate and business planning, college funding, and discretionary portfolios. By blending deep advisor relationships with access to institutional tools via &Partners, they aim to offer both white-glove service and robust investment solutions. They prioritize trust, client comprehension, and alignment of interests.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Swartzentruber Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company