1400 Rocky Ridge Drive
Matthew H. Schmitt, CIMA®, AWMA®
Bringing peace to clients financial lives, one plan at a time.
It May Be Time for a Financial Checkup
Retiring the 4% Rule
“My team takes our qualifications and ongoing education very seriously, but some of our most valuable experience comes from years of listening to our clients articulate their goals and dreams and applying it to a successful financial plan.”- Matt Schmitt
My wealth management philosophy is built around helping to simplify your financial life.
What you need is what we do. Let me help design customized solutions based on my knowledge of your specific needs.
Helping individuals, small businesses and corporations manage their wealth since 1996.
Live education and insights on timely wealth management topics.
For the 19th year in a row, Baird has been recognized among the FORTUNE 100 Best Companies to Work For® in America.
Assistant Vice President | Senior Client Specialist
Senior Client Specialist