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

Train arriving, symbolizing timely insights

Market research
Insights

 

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

Market Ethos

13 May 2024
Getting positive on Emerging Markets
View article

 

29 April 2024
Earnings riding a wave of optimism
View article

 

 

Investor Strategy

May 2024
Goldilocks and the bad news bears
View article

 

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.

 

Should you help your adult child buy a house?

Your children may have the income to cover the cost of mortgage payments & home upkeep, but more parents are giving their kids financial gifts for a down payment in today's housing market. Should you?

View article