Russell K Schwartzbeck, CLU®, ChFC®, CFP®
Wealth Management Advisor


The Schwartzbeck Financial Group

The Schwartzbeck Financial Group

"Our Mission is to help the emerging and established affluent achieve their financial dreams through a collaborative planning process created by a team dedicated to their success."


Changing your life starts here.

Financial success doesn't just happen by chance. It has much more to do with choice and planning. Transforming aspirations into actuality takes dedication, hard work, discipline, and strategic financial planning. Whether you're looking to protect, grow, or transfer wealth, as a wealth management advisor, I can help.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. I understand the complex financial issues that everyone inevitably faces and how they can affect someone's life goals which is why it is important to have a sound financial blueprint that lays out what you need to do today to achieve your goals tomorrow.

As a strategic wealth management group, we work closely with clients to identify their specific goals and guide them through various opportunities to meet their individual needs. Together, my strategic wealth management team and I create a comprehensive plan designed to achieve a client's goals and thoroughly monitor the progression making changes as needed to align with the client's needs.

At the Schwartzbeck Financial Group, our holistic approach to planning helps people achieve their financial goals. We assist in identifying their objectives, prioritize these objectives, and establishing a systematic means to help ensure that they are achieved. We will listen, clarify, and help prioritize your goals and aspirations to help guide you to a comprehensive financial outline. The finished product includes a personalized plan that strategizes financial goals and recommendations to help make your plan a reality.

To find out more about how the Schwartzbeck Financial Group can help you take the next step toward financial success, please visit our services page.  



Contact Us:

Phone: (585) 248-4724

Fax: (585) 486-1250

Email: teamschwartzbeck@nm.com

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