Chris Schwartz, CPA, CMA, CFP

After many years working with a Big-6 bank-owned firm, it became clear that my values and priorities no longer aligned with the environment I was working in. I felt it was limiting my ability to do what was best for the individuals and families I serve.

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Going independent was an easy decision, and I haven't looked back.

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Today, I partner with iA Private Wealth with a simple belief: a wealth advisor should take the time to understand a client's goals and aspirations, then align their financial plan with what matters most to them.

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What sets me apart is a clear and organized process designed to help bring clarity, consistency, and confidence to your financial life.

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I am committed to providing exceptional service, transparent advice, and a fee-conscious approach that helps ensure more of your money stays working for you.

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My mission is to help people make better use of their money and feel more confident about their financial future. My philosophy is simple: preserve, protect, and build wealth.

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Working together, you'll have a clear understanding of the services you receive and the confidence that comes from having a plan in place through both good markets and challenging ones.

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I am highly organized and process-driven, and I act as your quarterback, helping coordinate the many moving parts of your financial life so you can stay focused on what matters most.