Joseph Wm Schwarz, CFA

Joseph Wm Schwarz, CFA

Founding Principal | CFA® charterholder

Joe Schwarz is a CFA® charterholder and a founding principal of SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC. With over 20 years of financial planning and investment experience, Joe is in the perfect position to help his clients achieve their financial goals. He has experience from the two major market corrections in the past 15 years, yet is early enough in his career that he’ll still be helping his clients 20 years from now.

Joe understands that your wealth is more than just a number. It’s what will help you achieve the important things to you in life. It’s your freedom, your family’s future, your security. He specializes in what it takes to build and preserve your hard-earned wealth.

In 2013, Joe and his wife, Andrea, became the proud parents of twins, Emily and Eric. They are amazing! In their personal time, they enjoy all sorts of traveling, whether it be a road trip to Duluth, a weekend in Boston, or visiting family in Austria. Joe has a passion for exploring the world of wine, with his favorites being the sub-regions within Spain, Italy, and France.

Joe received his Economics degree from the University of Minnesota and holds the Chartered Financial Analyst® designation. He is also active with Kaposia, an amazing Minnesota non-profit organization that helps people with disabilities find meaningful employment.