Michael Schmitz Email and Phone Number
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Michael Schmitz personal email
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We offer comprehensive wealth management services including: active portfolio management (investment advisory), retirement planning, estate planning, education planning, financial planning, income tax planning & risk management / insurance.Previous investment banking services included: institutional equity and debt placement structuring, merger & acquisition advisory, private equity (angel investment) placement structuring and strategic consulting services for middle market and emerging growth companies.Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Investment advisory and insurance services offered through Schmitz Capital Partners, LLC, a Registered Investment Advisor not affiliated with Royal Alliance Associates, Inc. Royal Alliance Associates, Inc. does not provide tax advice.This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, GA, HI, IA, ID, MT, NJ, NV, NY, OH, OR and WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Schmitz Capital Partners, Llc
View- Website:
- schmitzcapital.com
- Employees:
- 2
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Vice President - Investments And Chief Operating OfficerSchmitz Capital Partners, LlcMill Valley, Ca, Us -
Vice President - Investments & Chief Operating OfficerSchmitz Capital Partners, Llc Oct 2008 - Present(415) 381-9075 | 655 Redwood Highway, Suite 109, Mill Valley, Ca 94941SCP is an independent, employee-owned investment advisory and financial services firm created to provide both traditional and alternative asset management services to those companies and individuals who demand focused attention and expert counsel. At SCP, our focus is on the client. We strive to simplify and enhance the quality of our clients’ lives through active portfolio management and highly customized financial advice tailored to each individual’s unique needs. We are deeply committed to providing exceptional service and to forging genuine relationships established through mutual respect, compassion, trust and understanding. As a premier provider of comprehensive financial advice for over 22 years, our firm’s objective is to build lasting, long-term relationships based on expert counsel, trust and quality service that exceeds expectations and helps our clients achieve their life goals.We are truly different. Our investment philosophy, proactive portfolio management techniques, independence, multi-generational team, stability and client service approach sets us apart. In addition, we've helped many clients navigate the turbulent economic times in 2007 and 2008 and the recent volatility in the global capital markets.
Michael Schmitz Skills
Michael Schmitz Education Details
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Investments | Financial Planning | Retirement Planning | Estate Planning | Insurance -
Finance -
Institute Of Business & Finance -
Financial Planning And Services -
Finance And Financial Management Services
Frequently Asked Questions about Michael Schmitz
What company does Michael Schmitz work for?
Michael Schmitz works for Schmitz Capital Partners, Llc
What is Michael Schmitz's role at the current company?
Michael Schmitz's current role is Vice President - Investments and Chief Operating Officer.
What is Michael Schmitz's email address?
Michael Schmitz's email address is ms****@****ail.com
What is Michael Schmitz's direct phone number?
Michael Schmitz's direct phone number is +141522*****
What schools did Michael Schmitz attend?
Michael Schmitz attended Santa Clara University - Leavey School Of Business, New York University, Santa Clara University, Institute Of Business & Finance, The American College Of Financial Services, College For Financial Planning.
What skills is Michael Schmitz known for?
Michael Schmitz has skills like Alternative Investments, Estate Planning, Financial Advisory, College Education Planning, Personal Tax Planning, Retirement Planning, Brokerage, Portfolio Management, Capital Markets, Investments, Investment Advisory, Financial Services.
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Michael Schmitz
Attorney & Counselor At Law And International Trade Consultant At The Law Office Of Michael SchmitzUrbana, Il1gmail.com -
Michael Schmitz
Miamisburg, Oh
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