Money Matters


 

Strategic Wealth Designers, Financial Advisor, Jordan Schwartz

Jordan Schwartz

Portfolio Manager

Jordan is the Portfolio Manager at Strategic Wealth Designers. He is responsible for the day to day management and implementation of investment strategies for our managed money clients across a broad range of investment vehicles. He also supports and manages existing client relationships by overseeing overall wealth management strategies including including tax, retirement, trust, and charitable portfolio services.

Weekly Market Updates

Catch up on your weekly market updates and advice from Jordan every Friday.

Ready to Take The Next Step?

For more information about any of our financial services listed here, schedule a meeting today or join us for an event.

Or give us a call at 502-412-3354