THE SCHMITZ CAPITAL PARTNERS TEAM

Schmitz Capital Partners strives to offer the quality and experience of a Wall Street advisory team with the focus and attention of a small advisory boutique.  For more than 22 years, SCP has been committed to putting our clients first.  SCP professionals have sophisticated financial backgrounds and offer expertise on a range of financial issues.  From investment management, retirement, education, tax and estate planning to pension design and insurance services, our seasoned perspectives and fresh thinking are fully committed toward designing solutions tailored to your unique needs.

Schmitz Capital Partners has a multi-generational, multi-skilled team of advisors.  Our professionals are educated, and enjoy problem solving, and pride ourselves on delivering high-touch client service.  We are analytical, objective, proactive, and seek to be results-driven.  We combine decades of collective financial experience with deep financial backgrounds and strive to being thoughtful, comprehensive and proactive problem-solvers.

We offer insight and broad access to investments to potentially help capitalize on the global capital markets within the boundaries of your goals and risk tolerance.  We have long-standing relationships with our clients, who are corporate executives, business owners, entrepreneurs, foundations/trusts, groups, family offices, companies and families.  Our team-driven, concentrated, multi-generational model provides our clients with access to the combined resources of the firm and to the unique experiences of each advisor.  Our depth of knowledge, access to resources and range of experience enable us to help identify thoughtful, innovative strategies that address each client’s specific needs while delivering a truly unique financial services experience.