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At The Schmidt Investment Group® we create hand crafted and exquisitely thought through wealth plans that bring together the past, present, and future. Our integrated team of professionals coordinates all aspects of your financial life to transform the complex into the simple. Your experience leaves you feeling cared for, understood, and confidently prepared to enjoy the wonders of life.

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Learn how wealth was meant to be managed. Contact our office to discover how having a private team can elevate your wealth management experience and let you see new possibilities through fresh eyes.

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Uncommon Private Wealth

Co-created with you and meticulously cared for, we build you a family wealth plan that stands the test of time. Access to and expertise in wealth solutions, typically reserved for institutions (pensions, endowments, etc.), are made available to you.

Seamlessly bridging the complexities and intersections of your wealth plan to your estate, tax, insurance, business, and charitable strategies is what separates you in seeking the ultimate private wealth experience and expertise.

We ask the difficult questions to ensure your unique circumstances have been deeply considered and thought through. Your own private wealth team allows for the mosaic of wealth issues to be woven together with intentional precision and benefit for you and your family.

Wealth for Good™

At The Schmidt Investment Group we founded Expand Hope®, a national public foundation. We direct 100% of our investment management revenue for the first 18 months of each new client relationship to Expand Hope to build schools in the developing world in your honour, and the person who referred you to us.

Our business philosophy is not limited to our financial and investment responsibilities; rather, it extends into the belief that businesses have the power to create and foster global social change. As we are devoted to this philosophy, we are actively committed to lead our industry in this direction.

By becoming a client of, or referring a client to The Schmidt Investment Group, you will have a personal impact on the future of 1,000s of children and their families around the world while creating a personal lasting legacy.

 

We Build Your Wealth. We Build a School in Your Honour.

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Learn how you can Change Lives One School At a Time®.

Expand Hope