SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS

Each of us at Schwarz Dygos Wheeler is dedicated to managing a limited number of clients to provide personal service for each investor. The relationship begins with a careful review of your portfolio and an understanding of your financial goals, whether you are in the retirement asset accumulation stage, needing retirement income from your portfolio, or seeking to make the transition from accumulation to distribution. Nearly all success in achieving financial objectives comes from a carefully designed and monitored portfolio allocation. Based on an in-depth consultation with you, we build a custom portfolio to suit your objectives and time-frame. From there we work with you to ensure that your objectives are met and any changes to your goals are incorporated into your portfolio design. Schwarz Dygos Wheeler Investment Advisors is a full-service advisory firm focused on: Portfolio management Small Business Plans Retirement Distributions Portfolio income strategies Our goal is to help you feel comfortable about where you are and where you are headed financially. Our business is about your success.