The Team

Schmitt Private Wealth

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Our Advisors

Marty C Sacks

Marty C Sacks

Financial Advisor

More about me...



Top Areas of Focus

  • Tax Planning Strategies
  • Investment Management
  • Retirement Planning Strategies


Vassar College, 2004, BA, Boston College, 2014, MBA
CA Insurance #0L55880


Our Staff

Emily Pierce

Emily Pierce

Client Service Associate