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Joseph Schwarz

Partner & Founding Principal

Schwarz Dygos Wheeler Investment Advisors (SDW)

United States, Minnesota, Minneapolis

About Me

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

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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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