Experience
highly-personalized, comprehensive solutions across Banking, Lending,
Investing and Wealth Planning.
Of Services
comprehensive wealth management plans.
Retirement
Planning
Alternatives
Equities
Fixed Income Portfolio’s
Managed Money
About Schaum
Wealth Management
Experience, intellectual capital and dedicated personal service to help you meet your life goals.
Schaum Wealth Management leverages my 40 years of experience and robust firm resources to deliver highly-personalized, comprehensive wealth planning solutions.
In 1983, David Schaum, a former CPA became a financial advisor to provide investment management, as well as financial planning and investment banking for a limited number of high net worth individuals and families, institutions, corporate entities and not-for-profit corporations.
Running out of money in retirement scares most people more than dying
According to a study from 2021*, running out of money in retirement scares most people more than dying. The concern is real, as longer lifespans can mean a retirement that lasts 30 years or more. Generating retirement income that lasts requires careful planning. But it starts with having a sense of when and where you want to retire, and what kind of lifestyle you envision. A financial professional can help you work through these and other questions.
Sources: NewRetirement.com
At Schaum Wealth Management, you get more than just personalized service and independent financial guidance. We offer the resources, scale, and insights of a national firm dedicated to enhancing the financial well-being of our clients. As a top-tier wealth management company, we empower our clients with essential infrastructure and tools.