Schrum Private Wealth Management, LLC

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Financial Services | Schrum Private Wealth Management NC Skip to main content menu About Meet the Team Who We Serve Contact What We Do Investment Planning Tax Planning Retirement Planning Estate Planning Insurance Planning Blog Client Portal Free Retirement Assessment Retirement done right- Where work is optional but a secure financial future is not! Live Impactfully • Retire Confidently Get Your Free Assessment As seen in Why Schrum Private Wealth Management? All Financial Advisors are not the same. Professionally Distinguished Schrum Private Wealth has CFP Professionals, CIMA Professionals, and NSSA Professionals on staff! Fiduciary We are legally obligated to work in your best Interest. Yes, really. Commission Free As a fee-only advisor you know what you pay. No commissions, no hidden fees. Our Team Owen Schrum 904-806-0417 owen@schrumpw.com Eric Schrum CFP® 919-948-1835 eric@schrumpw.com Mary Atkinson mary@schrumpw.com Our Step-by-Step Process 1. Schedule 15-minute phone call Step one is a 15-minute phone call to ensure your situation and our expertise are a good fit. We are experts on helping people plan and invest for retirement. 2. Discovery Meeting Step two is a 1 hour meeting where we discuss what is most important to you, your goals, and concerns when is comes to your money and future plans. This is our chance to understand where you are, where you want to be, and the gaps for getting there. 3. The Big Reveal! Once our team completes your assessment we will share a

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