With more than 25 years of experience, Schvarcz Wealth Management has cultivated a personalized, solutions-based approach to all facets of wealth management and cashless exercise of stock options.

Margaret Schvarcz and her team’s ability to navigate the nuances of wealth management and distill the complexities of employee stock options 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.

 
Individual Investors
 
Corporations

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Market research
Insights

 

Get the latest market insights and trends from our internal research experts.

Market Ethos

26 February 2024
Looking for yield in all the right places
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20 February 2024
The market’s not broken ... just riskier
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Investor Strategy

February 2024
­­Bulls vs bears
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Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

 

2023 year-end tax planning checklist 

Take some key steps before the end of the year and early in the new year from a tax planning perspective to make a positive impact on your overall finances. 

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