Who We Are
Our mission is to help our clients and their families achieve their financial goals. We take a personalized approach to helping each client fulfill his or her unique vision for retirement, education, charitable and other interests.The Schwemlein Wealth Management Group is honored to have been named a Forbes 2023 Best-in-State Wealth Management Team.
Executive Vice President / Wealth Management, Branch Manager
Clare M. Schwemlein-Brownfield, AWMA®, CEBS, CFP®
Executive Vice President / Wealth Management, Financial Advisor
Seth M. Ash, CFP®, CRPC®, AWMA®, CLTC®
Branch Operations Assistant
Private Client Associate
Forbes Best-In-State Team 2024
The Schwemlein Wealth Management Group Named to Forbes Best in State Wealth Management Teams List
Forbes 2023 Best-In-State Top Wealth Advisor List
Clare Schwemlein Named to Forbes 2023 Best-in-State Top Wealth Advisor List
Forbes 2023 Best-In-State Top Wealth Management Teams List
The Schwemlein Wealth Management Group Named to Forbes 2023 Best-In-State Top Wealth Management Teams List
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.