Southwestern Capital Markets

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management experience to help you develop strategies and solutions forpursuing financial security, no matter where you are in life.

Roy Palmer - Schertz Wealth Solutions, part of Ameriprise Financial, offers personalized financial advisory services aimed at helping clients achieve their financial goals. Their team of qualified advisors provides tailored recommendations, regular progress reviews, and comprehensive support to navigate both expected and unexpected life events. With professionals holding various specialized accreditations, including AAMS, ADPA, and AEP, clients benefit from a wealth of expertise covering asset management, retirement planning, and estate planning. The firm emphasizes a client-centric approach, ensuring that advice aligns with individual values and financial objectives. Generated from the website

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.