Swartz Investment Services joins Lindsey & Lindsey Wealth Management

By: Lindsey & Lindsey Wealth Management
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Financial Services


Westlake Village - California - US

WESTLAKE VILLAGE, Calif. - Feb. 15, 2019 - PRLog -- Contact Information:

Lindsey & Lindsey Wealth Management

Steven Smailes

(805) 330-3700


Swartz Investment Services joins Lindsey & Lindsey Wealth Management


{Westlake, CA, February 7th, 2019} – Swartz Investment Services, an independent investment firm located in San Ramon, California announced this week that it will join Lindsey & Lindsey Wealth Management, a Five-Star Wealth Manager award winner for the past 5 years and a prominent firm within the Broker Dealer, Securities America.

This new partnership will allow Swartz Founder, Mark Swartz to continue to provide a first-class client experience while expanding services to include the Lindsey & Lindsey offering of investment advisory, tax, estate planning, and insurance services.

"There are few people who have my trust," says Mark Swartz. "John Lindsey and his daughter and business partner, Christina Lindsey Orta have earned my trust and will now be assisting me in the honored task of managing and caring for my client's financial assets."

When asked about the partnership, Lindsey & Lindsey partner, Christina Lindsey Orta, CFP® commented, "We certainly weren't looking to acquire a practice. After several months of due diligence, meeting with Mark in person a few times, we just knew that his clientele was very much like ours, he had also grown his business with quality clients intentionally over the years.   Naturally this was also a good fit since we already have a Northern CA presence and with 4 Advisors at Lindsey & Lindsey, with Mark's help, we can merge his practice with ours and offer a greater bench depth of service to clients."

From a day-to-day operations perspective, very little will change. Swartz will continue to operate out of the San Ramon office while incorporating the team based service approach. A "Meet and Greet" event to introduce the partnership has been scheduled for March 7th, 2019.

About Lindsey & Lindsey Wealth Management

Headquartered in Westlake, California and founded in 2012, Lindsey & Lindsey Wealth Management is dedicated to providing clients independent, objective investment advice and has been recognized as a Five-Star Wealth Manager by Crescendo Business Services every year since 2015. For more information visit https://www.lindseyandlindsey.com.

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Lindsey & Lindsey Wealth Management
Steven Smailes
Tags:Financial Services
Location:Westlake Village - California - United States
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