Wyatt Swartz
Wyatt founded W. Swartz & Co, LLC in 2015 after successful stints with Renaissance Financial in St. Louis, Missouri, and Fisher Investments in San Mateo, California. Wyatt has a thorough understanding of financial planning and investment management. He has guided clients through major life and market shifts using a comprehensive and personalized approach.
Wyatt and his wife Andrea reside in Chesterfield, Missouri. They have three children. Eloise was born in February 2019, Lainey in August 2021, and Jack born in April 2023. Most of Andrea & Wyatt's time is spent with family, and friends. However, they both like being active, and involved. Andrea is a health and fitness enthusiast, and Wyatt is an avid water/snow skier, and golfer.
Wyatt's Favorites
- Meal: Pizza
- Restaurant: Sidney Street Cafe
- Teams: Mizzou Tigers, Dallas Cowboys, St. Louis Cardinals & Blues
- Author: Mark Twain
- Investor: Sir John Templeton
- Historical Figure: George Washington
- Drink: Old Fashioned
- Artist: George Strait
- Movie: It's a Wonderful Life
Wyatt takes a comprehensive approach in providing tailored financial advice for individuals, families, and business owners.
University of Missouri – Columbia
Bachelor of Science - Business Administration
Bachelor of Arts - History
Wyatt founded W. Swartz & Co, LLC in 2015 after successful stints with Renaissance Financial in St. Louis, Missouri, and Fisher Investments in San Mateo, California. Wyatt has a thorough understanding of financial planning and investment management. He has guided clients through major life and market shifts using a comprehensive and personalized approach.
Joseph Scherer, CFA
Joseph brings more than a decade of experience across private banking, wealth management, and institutional financial services. Prior to joining W. Swartz & Co., he served as a Vice President at Citi Private Bank, where he worked with ultra-high-net-worth clients, family offices, Fortune 500 executives, private equity professionals, and professional sports organizations. His responsibilities included relationship management, onboarding of complex entities, cross-selling of banking and investment solutions, and navigating compliance considerations for high-profile clients.
Joseph G. Scherer, CFA, is an Investment Adviser at W. Swartz & Co. He is focused on helping clients align their assets with their long-term financial goals. In this role, he advises high-net-worth individuals, families, and complex entities on investment strategy, wealth planning, and balance-sheet optimization.
Earlier in his career, Joseph held roles at J.P. Morgan Private Bank, supporting senior bankers in delivering integrated investment, banking, trust, and estate planning solutions. He began his career as a Financial Adviser at Renaissance Financial, where he advised clients on investment portfolios, retirement plans, and employee benefit programs, and was recognized as a top rookie producer.
Joseph is also a Principal at EGIS Financial, providing FDIC-insured institutional cash management solutions designed to help clients optimize yield on short-term cash holdings.
He holds a bachelor’s degree in finance from the Wharton School of the University of Pennsylvania and is a CFA Charterholder. Joseph is an active member of CFA Society Saint Louis.