Our Mission: To Simplify your Wealth

Because of the Schmidt Investment Group's ability to simplify wealth, I can confidently retire in style.

I know how much I'm paying in fees.

I won't blow my parents inheritance.

My mommy can come to my dance recital.

Because of the Schmidt Investment Group's ability to simplify wealth, they are an incredible resource in managing and advising our family on philanthropy and charitable planning.

We know exactly how our investments are performing.

I understand our family's legacy and our values towards wealth.

My family will not fight about money.

So my mommy and daddy don't have to work until they are a hundred and twenty years old.

I understand the value of money.

Because of the Schmidt Investment Group's ability to simplify wealth, after my divorce the transition was seamless and my financial future is secure.

My executors and trustees can easily handle my affairs with one phone call to the Smith Investment Group,

My wealth won't become a curse for my children.

I have comfort in knowing my will reflects my wishes.

As a lawyer working with the Schmidt Investment Group is invaluable. This allows me to draft a will more effectively.

As a banker, I can improve credit easier when I collaborate with the Schmidt Investment Group.

As of accountants working closely with the Schmidt Investment Group, I can help our clients pay less tax,

Because of the Schmidt Investment Group's ability to simplify wealth, we understand what our advisor's talking about.

We can exit our business with care and ease and at the right price.

My children can get a good education.

Because of the Schmidt Investment Group's ability to simplify wealth, my stock options are handled to maximize benefits.

My dad can come to my soccer games.

When my health fails me, my family can help me live with dignity.

At the Schmidt Investment Group, our mission is to simplify your wealth so that you can live.