Independent. Objective. Focust. Professional.

At Schmitz Capital Partners 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 provider of comprehensive financial advice, 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.

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Contact SCP

Free, No Obligation Financial Consultation

If you need transparent, independent, unbiased advice regarding your investment portfolio, retirement objectives or financial affairs, we're happy to help with a free, no obligation confidential consultation.

During our initial meeting we'll take the opportunity to educate you about our suite of services, discuss expectations, address specific issues and together determine whether SCP is suited to meet your objectives.

Click here, call, or e-mail now and schedule your free financial consultation:

(415) 381-9076 |

SCP Second Opinion

We believe financial second opinions are important to determine if your portfolio is properly designed to achieve your unique goals. We'll provide a confidential, thorough no-cost analysis of your portfolio and provide you opportunity to ask questions, identify deficiencies and make the necessary changes to achieve your future goals.

Please feel free to contact us for a complimentary portfolio consultation.

Refer A Friend

Schmitz Capital Partners continues to grow through the faith and trust of our valued clients, business partners and extended family. If you know someone who would be interested in our services, please click here or call us directly. We treat every referral with professionalism and absolute discretion.