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
More profiles to browse
SD
Stephen Dygos
Co-Founder Managing partner and Principal
Paul Wilson
Financial Advisor
Benjamin J Wheeler
Registered Investment Advisor
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
PM
Prtima MISHRA1
Software Engineer
PA TEST
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale