Charles Fw Schwartz

Charles Fw Schwartz


Financial Advisor
Business Financial Advisor
  • Crunch the numbers

    Use our financial calculators to explore various saving, investing and tax scenarios.
    View calculators
  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team
  • Financial confidence

    To see where you stand across key financial areas, take the 3-Minute Confident Retirement® check.
    Take the check

Background and qualification information is available at FINRA's BrokerCheck website.

Local, face-to-face advice customized for you

I offer customized, comprehensive financial planning that covers areas such as retirement, wealth protection, investments and legacy planning.

I believe the Covid-19 pandemic serves as a great example of why you need an advisor such as me: I can help you prepare to navigate rapidly changing market conditions while looking to take advantage of strategic opportunities, all with an eye toward helping you remain on track to pursuing your goals.

I’ve been working with clients in the Prescott, Sedona and Verde Valley, Arizona area, as well as clients out of state for 27 years, and I approach each one with the desire to help them pursue their goals.

When you have the right financial advisor, life can be brilliant.

Ameriprise Financial is the #1 most trusted Wealth Manager

Our clients and their goals are at the center of all we do. We are proud to be part of Ameriprise Financial, the #1 most trusted Wealth Management company according to Investor’s Business Daily.

My videos

5 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

view commentary

Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)