W. Swartz & Co. is an independent, fee-only, Registered Investment Advisory (RIA) firm. It is owned and operated by Wyatt Swartz who acts as the firm's primary Investment Adviser. Wyatt Swartz previous experience includes Merrill Lynch, Renaissance Financial, and Fisher Investments. 

Mission

To help clients reach their financial goals through more effective asset management.

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Wyatt has a passion for portfolio management, financial planning, capital markets and economics. He loves working with retirees, non-profits, small businesses, and individuals accumulating for retirement. Transparency is incredibly important to Wyatt and his team. He believes in straight-talk and simplicity. He believes clients should understand their financial plan and the basics of the investment process used by their adviser.
Wyatt believes in education for himself as an adviser and his clients. He believes that educated clients are successful investors and satisfied clients. He knows that good portfolio management is not about complexity, but about using simplistic proven strategies. Unlike many advisers, Wyatt does not speak in a manner that confuses his clients. He takes pride in explaining things in a way that clients can understand.
Wyatt was born & raised in Washington MO (St. Louis area). Wyatt is a big sports fan, rooting for Mizzou athletics and St. Louis sports teams. His hobbies include recreational sports, water/snow skiing and trap shooting. Wyatt is an active member of Toastmasters Club 5585, Elks Lodge 1559, St. Paul’s United Church of Christ (Marthasville MO), and the St. Louis Discussion Club. Additionally Wyatt is a volunteer coach for Jr. Blue Jays Football.