Charles R Schwarz III
As Co-Founder, Chuck leads our team in advising clients on all aspects of their wealth management plans. He has over 25 years of personal experience in wealth management services and is a seasoned professional with experience in the banking, mortgage, and tax preparation industries. Chuck specializes in designing and implementing strategies in an effort to assist clients in accumulating assets for retirement as well as advising those clients in their retirement years.
As a Partner in Palo Verde Wealth Management, Chuck is responsible for all areas of client engagement and provides strategic advice, highly personalized service, and access to a complete range of custom investment strategies. Chuck and his team work closely with clients and their advisors to develop financial strategies that help clients address their current needs and plan for their long-term objectives. Chuck and his wife of 44 years have lived and worked within the Scottsdale/Phoenix community for more than 43 years, he is a proud husband, father of two daughters, and grandfather of two, and he is actively involved in the community.