SEC CRD #801-132291
Home - Schmitt Wealth Advisers Pursue Your Journey with Confidence Financial Planning Imagination. Vision. Resolve. Purposeful Planning. Investment Management Organize. Plan. Protect. Build. We're Here to Help What We Do Schmitt Wealth Advisers is your independent, trusted wealth advocate; a fee-only Registered Investment Advisor experienced in wealth management, right here in Cincinnati. Who It s For Prudent, hard-working individuals seeking to protect and build wealth for your retirement and for your family. You have confidence in your career and your choices and want to better understand if a financial adviser can help. Why We Do It We care about your future. We want our clients to achieve their goals, enjoy financial security and make confident decisions. We’re dedicated to being your knowledgeable, credible and responsible resource. Meet The Team Our family is here to serve your family. We hope to get to know you. Meet our professionals Contact Outstanding advice starts with a relationship. Reach out to get the conversation started. Send us a message Are You On Track for Retirement? Get the Report: 7 Essential Steps to Make Your Retirement Decisions Easy Sign up for our Retirement Readiness newsletter Considering financial advice? Call Now (513) 813-1580 Latest from Our Outlook See All 2024 Quick Reference Guide: Our Suggested Resources 8 Respected Perspectives to Help Prepare for the New Year You can start planning for 2024 today. And Schmitt Wealth Advisers is here to
MICHELLE A MCCARTHY
CHIEF COMPLIANCE OFFICER
📞 (513) 813-1580
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AUM
$135M
Location
CINCINNATI, OH
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