Hawley, PA – Schwartz Wealth Management was founded with the goal of assisting their clients in every aspect of their financial lives. They provide the most personal service available, thus earning a reputation for excellence in their industry.
Schwartz Wealth Management combines experienced professionalism with a “hands on” approach to financial guidance. Not only will you find them knowledgeable, but you will also discover that they truly care about making your dreams a reality.
Their services include financial planning, investments and tax planning. Schwartz Wealth Management also offers disability income, life and long term care insurances.
Robert Schwartz has been in the financial services arena since 2003 when he was recruited by one of the largest brokerage houses in the industry. Bob received his Series 7, 63, and 65 licenses as well as his life and health & accidental insurance licenses as a matter of due course. Bob also passed the series 9 and 10 exams attaining a series 8 license enabling him to be either a branch manager or manage an office of supervisory jurisdiction (OSJ). In order to further his knowledge and better serve his clients Bob also earned the designation as a Certified Retirement Planning Counselor (CRPC).
In service to his community Bob is on the Board of Directors of the United Way of Lackawanna and Wayne Counties and United Cerebral Palsy of Northeastern Pennsylvania and is active with the Challenger Division of Little League serving children with disabilities. Bob has also been member of the Rotary Club of Newfoundland for over 10 years where he was awarded a Paul Harris designation and served on the Board of Directors. Bob is currently serving his 2nd term as an elected member of the School Board of the Wallenpaupack Area School District and in 2010 was appointed as their representative to the Northeastern Educational Intermediate Unit (NEIU) #19 board.
Schwartz Wealth Management is based on the principle that the understanding of your current financial situation by both the advisor and the client is vital to successfully make prudent decisions. By working as a team their goal is to strengthen your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment please call at 570-390-4112.
Ribbon cutting for Schwartz Wealth Management, located in Suite 213 of the Hawley Silk Mill. Standing from left to right are Vince Benedetto, Director of the Pocono Lake Region Chamber; Linda Murphy, Bold Gold; Alycia Schwartz, wife of Robert Schwartz, CPA Accounting, holding their dog Frodo; Jim Shook, President of the Pocono Lake Region Chamber; Robert Schwartz, CRPC, Principal, Private Wealth Manager; Dr. Lorraine Kloss, Director of the Pocono Lake Region Chamber; and Debbie Gillette, Executive Director of the Pocono Lake Region Chamber
