Team profile


What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Insurance
  • Executive Compensation and Benefit Strategies

Awards & recognition

  • Schmitt Private Wealth, Schmitt Private Wealth, Forbes Best-in-State Wealth Management Teams, 2024
  • Patrick Schmitt, Forbes Best-in-State Wealth Advisors, 2022
  • Patrick Schmitt, Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022
  • Patrick Schmitt, Forbes Top Next-Generation Wealth Advisors, 2021
  • Schmitt Private Wealth, Ameriprise Client Experience Award, 2020-2021
  • Patrick Schmitt, Ameriprise Ultimate Digital Excellence Award, 2021-2023
  • Patrick Schmitt, Ameriprise Circle of Success, 2014-2021
  • Marty Sacks, Ameriprise Ultimate Digital Excellence Award , 2021-2023
  • Marty Sacks, Ameriprise Circle of Success, 2019