Schwenk Wealth Group
223 West Montauk Highway, Hampton Bays, New York 11946
About the Schwenk Wealth Group
Welcome to Schwenk Wealth Group
Located at 223 West Montauk Highway, Hampton Bays, New York, Schwenk Wealth Group is your trusted partner in finance and wealth management. Our mission is to help you prioritize your financial objectives and prepare to achieve them through professional wealth management strategies. We are dedicated to guiding our clients in navigating the financial landscape, whether it's managing investments, planning for retirement, or building a secure financial future.
At Schwenk Wealth Group, we take pride in our team’s accomplishments. We are thrilled to announce that our very own Financial Advisor, Michael Schwenk, has been recognized as a Forbes Next-Gen Wealth Advisor in 2023. This prestigious honor reflects our commitment to excellence and the high level of service we provide to our clients.
Understanding the unique challenges faced by today’s young professionals, we offer resources such as RBC Wealth Management's guide on money matters, which provides valuable insights into saving, investing, and wealth planning. Our goal is to empower young adults to master their financial futures and build a solid foundation for tomorrow.
Our team, including Michael Schwenk and Joseph Jamison, is registered to conduct business across multiple states and is committed to providing personalized financial advice tailored to your needs. We collaborate with City National Bank, offering a range of banking products and services to complement our investment solutions. Please note that investment and insurance products offered through RBC Wealth Management are subject to investment risks, including possible loss of principal.
Discover how we can help you achieve your financial goals. Visit us at Schwenk Wealth Group, where your financial future is our priority. For more information or to download our wealth insights guide for young professionals, please visit our website.
Contact us today to start planning for a more secure tomorrow.
223 West Montauk Highway, Hampton Bays, New York 11946, United States
Opening hours of Schwenk Wealth Group
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
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