Robert Schmauk
I pride myself on offering all my clients a customized service combining personal attention with over 28 years of investment experience. Implementing my own proprietary strategies, I specialize in creating, monitoring and managing portfolios designed to reflect my client’s risk tolerance and investment goals.
As a proud father of three children, I understand the challenges of investing for a family’s future. Simultaneously planning for your children and your own future is a large undertaking. In addition to managing brokerage and retirement accounts, I have enjoyed working with countless families to help them prepare for the costs of education through 529 Plans and other strategies.
I am honored to have been recognized as a “Five Star Wealth Manger” by Five Star Professional in 2012, 2013, 2014 and 2015. This award is given to a select number of Philadelphia based advisors who satisfy 10 objective eligibility and evaluation criteria associated with providing quality service to clients such as credentials, experience, and assets under management among other factors*.
I am a Penn State Graduate and thrilled to have my two sons attending school at my Alma Mater. My family and I enjoy spending time in “Happy Valley” for visits and football weekends. My daughter is in high school and loves running track for her school. We are a family of running enthusiasts. In February 2017 I plan to run beside my kids as they complete their first Marathon!
A cornerstone to my practice is strong client relationships. I am always excited to meet new people and offer my professional services. Give me a call to discuss what I can do for you.
Direct Line: (267) 864-2004
Office Line: (267) 864-2000
Fax: (267) 864-2010
2015 Five Star Wealth Manager Award
Please visit me on LinkedIn: www.linkedin.com/in/robschmauk
* Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2014 Five Star Wealth Mangers. This award is not indicative of the financial services professional’s future performance. Working with any financial service professional is no guarantee as to future investment success nor is there any guarantee that the selected financial service professional will be awarded this accomplishment by this or any other publication in the future.
* No strategy assures success or protects against loss.
