Products & Services

When it comes to investing, complicated does not equal better. In fact, at Schrum Private Wealth Management we believe investing should not be complex, but actually easy to understand. Crazy, we know.

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the later. Why Tax Planning Is Important Consider this fact: If you managed to shave-off just $250...

For our clients, retirement planning doesn’t start at retirement. It starts much before! Our Retirement Planning service takes a long-term view of your financial wellbeing from a Christian perspective.

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it. Why Insurance Planning...