About

Michael S. Schwartz, CFP®, AEP®

Chief Executive Officer

Michael Schwartz, CFP®, AEP® unique skill set has been recognized nationally as a premier advisor and innovator in his industry. Michael helps high net worth clients achieve their goals and objectives related to accumulation, protection, and distribution of wealth by applying a special blend of knowledge and skill. He began his career in finance 19 years ago and has met with thousands of clients since then. Michael is a Chief Executive Officer & Wealth Management Advisor with Magnus Financial Group based in New York, NY.

Michael earned his Bachelor of Science in Economics along with a minor in English while attending Fairfield University. While there he was a student athlete playing Baseball all four years competing at a Division I Level. His commitment to higher learning has allowed him to not only differentiate himself from his peers but significantly advance his competency, knowledge, and skill set. He holds the CERTIFIED FINANCIAL PLANNERTM professional certification, the ACCREDITED ESTATE PLANNERTM designation, his Life/Health Insurance licensing and previously maintained securities Series 6, 7, 63, 66 registrations. He is currently working toward a professional CFA designation as a Level I Candidate in the respected Chartered Financial Analyst Program.

Prior to founding Magnus Financial Group, Michael was a partner and wealth management advisor at Pioneer Financial which was affiliated with the Northwestern Mutual Wealth Management Company. While there he achieved various professional honors and was recognized for his consistent top-level performance. In 2017, Michael was named to the Top 400 Financial Adviser List by FINANCIAL TIMES. In 2016, Michael became the exclusive financial planner to the NFL Alumni Association and its growing members of current athletes, former players, coaches, and employees. In 2014, Michael was the youngest advisor in Northwestern Mutual’s 150+ year history to achieve the “Double-Million” Club where he originated over $1M in insurance premium and $1M in investment production in a single year. Michael repeated the “Double-Million” in both 2015 and 2016. Michael was constantly sought after to speak at company forums sharing his experience on building and sustaining a comprehensive financial security practice.

In 2014, Michael was recognized by America’s PremierExperts as a Wealth Management Advisor. As such, he was featured in the March issue of FORBES Magazine discussing the concept of “Systemic Saving” and its effect on financial security. His recent accomplishments have been displayed online by BLOOMBERG, BUSINESSWEEK, FORTUNE, MONEY, REUTERS, SEEKING ALPHA, THE WALL STREET JOURNAL’S—MARKET WATCH, THE STREET, YAHOO FINANCE, and WORTH. Michael’s constitution is exemplified by a recent personal milestone; competing in and completing a IRONMAN 70.3® event.

Michael has a passion for charities focused on children, veterans, and athletics. He is a current board member of Positive Coaching Alliance. Positive Coaching Alliance (PCA) develops “better athletes, better people” through resources for youth and high school sports coaches, parents, administrators and student-athletes. PCA has partnered with roughly 3,500 schools and youth sports organizations nationwide to deliver live group workshops, online courses and books by PCA Founder Jim Thompson that help those involved in youth and high school sports create a positive, character-building youth sports culture. He has recently donated to the following public charities: Alex’s Lemonade Stand Foundation, Autism Speaks, Challenged Athletes Foundation (CAF), Intrepid Fallen Heroes, Michael J. Fox Foundation, National MS Foundation, Pan-Mass Challenge, Save the Children US, The Life Raft Group, and the St. Baldrick’s Foundation.

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Contact

  • Phone:
    800-339-1367
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Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
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280 Park Avenue, 25th Floor West, New York, NY 10017 | Phone: 800-339-1367 | Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Active clients will receive account statements directly from their qualified custodian at least quarterly. Statements should detail all transactions during the period. If you have any questions or are not receiving account statements at least quarterly, please contact us. If at any time you experience any changes in your investment objectives or risk tolerance, please contact us to determine if changes to your investment elections are necessary.

This website is provided by Magnus Financial Group LLC (“Magnus” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may be impacted by events and economic conditions that will not prevail in the future. No portion of this commentary is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained herein this is derived from sources that Magnus believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.

Magnus is an SEC registered investment adviser that maintains a principal place of business in New York. The Firm may only transact in those states which our notice is filed or qualifies for a corresponding exemption from such requirements. View Magnus Privacy Notice for more details. For information about Magnus’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov

Michael S. Schwartz is primarily licensed in New York and may be licensed in other states. AR License # 444300, CA License # 0H02771

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Advisor is featured in Worth® 2018 Leading Wealth Advisors™, a special section in every edition of Worth® magazine. All persons and firms appearing in this section have completed questionnaires, have been vetted by an advisory group following submission by Worth®, and thereafter paid the standard fees to Worth® to be featured in this section. The information contained herein is for informational purposes, and although the list of advisors presented in this section is drawn from sources believed to be reliable and independently reviewed, the accuracy or completeness of this information is not guaranteed. No person or firm listed in this section should be construed as an endorsement by Worth®, and Worth® will not be responsible for the performance, acts or omissions of any such advisor. It should not be assumed that the past performance of any advisors featured in this special section will equal or be an indicator of future performance. Worth®, a publication of the Worth Group LLC, is a financial publisher and does not recommend or endorse investment, legal or tax advisors, investment strategies or particular investments. Those seeking specific investment advice should consider a qualified and licensed investment professional. Worth® is a registered trademark of the Worth Group LLC.

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