Are you on track for retirement? Schmitt Wealth Advisors is focused on you and your financial future, and we can help you answer that all-important question. We are your independent, trusted wealth advocate; a fee-only, Registered Investment Advisor experienced in financial planning and investment management, right here in Cincinnati.
Important Disclosures
Schmitt Wealth Advisors, LLC (“SWA”) is an Ohio registered investment adviser located in Cincinnati, Ohio. Registration as an investment adviser does not imply any level of skill or training. SWA may only transact business in those states in which it is registered, or, qualifies for an exemption or exclusion from registration requirements. SWA’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of SWA’s web site on the Internet should not be construed by any client and/or prospective client as SWA’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by SWA with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
SWA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the SWA web site or incorporated herein, and, takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 4555 Lake Forest Drive,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Keywords
- Investment Management, Financial Planning, Retirement Planning, Wealth Management, Registered Investment Advisor.
- HQ
- Cincinnati, Ohio
- Competitors
- Ventilex, MORSCO AEC LLC, Nandina, Inc., The Normandy Group.
Schmitt Wealth Advisers Questions
Schmitt Wealth Advisers's website is https://schmittwealthadvisers.com/
Schmitt Wealth Advisers's LinkedIn profile is https://www.linkedin.com/company/schmitt-wealth-advisers
Schmitt Wealth Advisers has
2 employees.
View email and phone details for 2
employees at Schmitt Wealth Advisers.
Schmitt Wealth Advisers's industry is
Investment Management
Schmitt Wealth Advisers's top competitors are
Ventilex,
Morsco Aec Llc,
Nandina, Inc.,
The Normandy Group.
Schmitt Wealth Advisers's categories are Investment Management
Schmitt Wealth Advisers's founding year is 2015
