As a co-founder and principal of Schwarz Dygos Wheeler Investment Advisors LLC; a Minneapolis-based, fee-only wealth management firm, I help both professionals and retirees with their investments. I have been advising clients for over 20 years and am a fiduciary for 100% of my clients. We have a strong focus on tax planning when helping clients. My investment philosophy is rooted in statistics and I take an evidence-based approach when helping clients. Specialties include: Investment management Financial planning Retirement planning, including social security claiming strategies Tax planning IRA distribution planning IRA transfers, 401k rollovers Stock option analysis