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Chuck Schwartz

CFP®, CRPC, CLTC®

Financial Advisor
Business Financial Advisor
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Local, face-to-face advice customized for you

Some of the challenges we currently face (inflation, stock market volatility, home prices and high mortgage rates etc.) can be daunting. When it comes to your financial situation, you may have many questions, including:

  • In our current environment, can I afford to retire with the lifestyle I want?
  • Are my investments and savings well-positioned for my short and long-term needs?
  • Am I well-equipped for the additional expenses associated with chronic health challenges?
  • How do I handle special estate issues, including providing for children or grandkids with special needs or other challenges?
  • How can I make impactful bequests to the causes that matter the most to me?

I offer customized financial planning strategies that cover areas such as retirement, wealth preservation, small business issues, investments and legacy/charitable planning.

I work primarily with clients in the Prescott, Northern Arizona and Phoenix areas, but I am fully licensed to serve my clients in AK, CA, CO, FL, HI, ID, IN, NV, OR, SD and UT.

I approach each client’s situation with the desire to help them achieve their financial goals, and I provide advice and tools that are tailored to their specific requirements. Contact me to find out if I can help you as well.

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Financial guidance for the whole family

When it comes to financial wellness, the whole family deserves a seat at the table. We are dedicated to understanding and meeting the unique financial goals of each generation. We specialize in crafting personalized financial strategies that resonate with the varied aspirations of both younger and older family members.

Our approach involves engaging each generation in meaningful conversations about their distinct financial priorities. Whether it’s planning for education, retirement or personal investments, we ensure every voice is heard and every goal is addressed.

We also emphasize the importance of financial literacy across generations, empowering each family member to make informed decisions for their future. For a tailored, multi-generational financial planning experience, we are ready to assist.

Refer us