Pursue Your Goals with Financial Peace of Mind.
Experienced Financial Planning, Advice, and Investment Management.
Together, we create individualized financial plans that assist our clients in managing and coordinating the three main aspects of their financial lives: wealth, risk, and tax implications.
Sure, accumulating wealth is great.
But only if it helps you live your best life. That’s where we comes in. We can help you plan for and enjoy the things that truly make you feel happy and secure.
How you ask? By first learning who you are. Yes, your account balances and risk tolerance are important. But they can come later. What we first want to understand is what drives you. What your passions are. What keeps you up at night. Who and what you want to protect.
Because knowing you as an individual allows us to provide you with a truly individualized financial plan.
And as you transform that plan into action, we’ll be there along the way to provide encouragement, help you stay motivated, and keep you on track.
We’ll celebrate your accomplishments and be there for you during personal challenges… always providing guidance for how to make sound financial choices during life’s major transitions.
Oh, and we’ll make it all a lot more fun than you might think (Sonas does mean happiness).
What sets us apart.
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Advice-Driven
We strive to understand who you are and where you want to be. Many advisors lead with products and mostly want to focus on investments.
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No account minimums
We meet you where you are to help you get where you want to go.
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Fiduciary
We only give advice that is in your best interest.
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Results for YOU
Our focus is on your success. Traditional firms’ results are for shareholders or private equity stakeholders.
Meet Micheal Thomas Schwartz
I started Financial Advisory and Portfolio Management to help individuals and families like you understand how a healthy relationship with your money can lead to a lifetime of financial peace, wellness, and freedom.
I've found that in today's age of automation and institutional financial advice, people want a different financial planning experience. It shouldn’t feel so stuffy. It should be personal. It’s a collaboration. It’s sharing dreams and working together to find ways to see them come true.