About
Dan works directly with individuals and families to help them make smart, confident decisions about their financial well-being. With 18 years of experience partnering with financial advisors and clients, Dan brings a thoughtful, steady approach to planning and investing. He takes the time to understand what matters most to you, whether it's retirement, investing wisely, or protecting your wealth. Dan will connect you with the right advice and guidance to help you get there. His approach is personal, practical, and focused on helping you feel secure about your financial future.
Dan is originally from Newtown, Connecticut and relocated to the Charlotte Metro area in 2021. When he’s not working with his clients, you can catch him on one of Charlotte’s greenways with his wife and son.
Education
- BA, Michigan State University
Resources from Daniel Schwartz
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Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
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Schedule an initial consultation