Bringing Confidence to Your Investment Planning

At Swartzentruber Wealth Management &Partners,

We manage the financial affairs of a select group of successful individuals and families. We hone our financial knowledge to create customized wealth management plans which help get you closer to your goals. Whether you’re focused on retirement planning, investment management, providing for your family – you tell us your financial goals and we’ll work to help get you there.

You only get one life – our mission is to help you live it without undue financial sacrifice or risk. We understand that in order to do this, trust is essential. That’s why our team focuses our intentions on establishing deep relationships with you, understanding your top priorities and concerns, and aiming to minimize them as you move through life.

2025 Forbes Best-In-State Wealth Management Team

We are pleased to announce that Swartzentruber Wealth Management was recognized on the *2025 Forbes Best-in-State Wealth Management Teams List. This recognition serves as a reminder that we are committed to working every day toward the financial success of our clients.

*2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. SHOOK does not receive any compensation in exchange for placement on its rankings. High net worth teams focus primarily on households with accounts under $10 million – at least to start. However, these teams are entirely competent to work with far more affluent clients. Swartzentruber Wealth Management is not affiliated with Forbes or Shook Research, LLC.

Our Service

Working Together

Your family is important to you. Your family is important to us as well. That’s why we take the time to understand your unique situation—your goals, your needs, the hopes that you have for your children. Together we’ll implement a plan tailored for your unique situation.