Schaum Wealth Management leverages my 40 years of experience and robust firm resources to deliver highly-personalized, comprehensive wealth planning solutions.

In 1983, David Schaum, a former CPA became a financial advisor to provide investment management, as well as financial planning and investment banking for a limited number of high net worth individuals and families, institutions, corporate entities and not-for-profit corporations.

For more than 40 years, my primary mission has been to build close, cooperative, and enduring relationships with clients while judiciously helping them preserve and grow their wealth.

As Private Wealth Advisors and Portfolio Managers, I provide access to the full range of services necessary to help design and implement truly comprehensive wealth management plans. We are here to help you find solutions for the many complexities of managing significant, multigenerational wealth, so you are free to enjoy its rewards.

We manage money for an elite clientele of high net worth individuals and families, institutions, corporate entities and not-for-profit corporations. Our clients have worked hard, and in many cases for many generations, for the success they have achieved as well the wealth they have created. They come to us for our assistance in creating highly customized strategies to help protect and over time prudently grow their capital, maintain their lifestyles and create a legacy for future generations to come. It is our mission to build close, cooperative and enduring relationships with our clients. We are honored that many of these relationships have spanned several decades and multiple generations.