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 Wyatt and Andrea’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 holds a Bachelor of Science in Business Administration and a Bachelor of Arts in History from the University of Missouri in Columbia.
Joseph G. Scherer, CFA
Joseph 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.
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.
Joseph 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 of Saint Louis.