Innovative financial solutions for individuals and corporations

Navigating Complexity. Delivering Clarity.

With more than 25 years of experience, Schvarcz Wealth Management has cultivated a personalized, solutions-based approach to all facets of wealth management and corporate compensation programs.

Margaret Schvarcz and her team’s ability to navigate the nuances of wealth management and distill the complexities of corporate programs into simple results for both the company and its employees have earned them an international roster of clients.

Whether you are looking for a one-to-one relationship to shape your portfolio, seeking guidance on the world of alternative investments, or wading through a complicated cashless exercise of stock options as an employee, executive, or corporation, Margaret and her team will devise an innovative path to meet your financial goals.