WM Schwartz & Co

Specialties

Our philosophy is…“One company can’t be everything to everybody.”

We have direct access to over 350 quality insurance companies, association programs & specialty niche markets. Having all of that and being able to write in all 50 states really gives us an unfair advantage over our competition.

*real estate & associations

*restaurants, bars and distributors

*mechanical shops & autobody

*transportation

*manufacturing

*not-​for-​profits

*contractors

*LIFE

*disability insurance

*buy/​sell agreements

*long term care

*annuities

*group health insurance

*401(k)

***Wealth transfer solutions and advanced strategies for high and ultra– high net worth individuals & families

Insurance can be a key component of wealth preservation and transfer. Ask me about it!

***We can fix, enhance or leverage your current legacy/​estate plan. Assist in the transfer of wealth while minimizing or even eliminating your tax obligations.

History

Established in 1897.

The business has evolved through the years since it’s inception in 1897. Wm Schwartz is currently owned and operated by the 2^nd and 3^rd generation.

Meet the Business Owner

Kevin W.

Business Owner

After completing college, I was given the opportunity to work in other organizations for a couple of years to decide if the family business was right for me.

I joined the firm in August of 1999. I am the firm’s current President working here with my father, Lee Schwartz.

Outside of work, I enjoy spending time with my family, the outdoors and fishing. I also enjoy making improvements to my home.