CFA® charterholder and a founding principal of SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS, LLC, a Fee-Only wealth management firm. With nearly 20 years of financial planning and investment advisory experience, I'm in the perfect position to help my clients achieve their financial goals. I have the experience from the two major market corrections in the past 15 years, yet early enough in my career that I’ll still be helping my clients 20+ years from now. Your wealth is more than just a number. It’s the resource that will enable you to achieve the important things to you in life. It’s your freedom, your family’s future, your security. I specialize in wha
Joseph Schwarz
Partner & Founding Principal
Schwarz Dygos Wheeler Investment Advisors (SDW)
United States, Minnesota, Minneapolis
About Me
Profile Information
Partner & Founding Principal
Schwarz Dygos Wheeler Investment Advisors (SDW)
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Minneapolis
Minnesota
United States
Jan 9, 2025
Work Experience
Schwarz Dygos Wheeler Investment Advisors (SDW)
Partner & Founding Principal Jul 2008 - Present
Email: schwarz@sdwia.com
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