Michael B. Schwartz is a seasoned Financial Planner who has been guiding clients toward smarter financial outcomes since 2017. Based in the Pacific Northwest, he specializes in serving successful individuals and families who are seeking personalized, tax-efficient retirement and legacy strategies. Michael specialized in tax strategies and finding ways to reduce taxes for his clients. He is conversant in over a dozen different ways to bring down the taxes his clients pay. When he’s not working to help secure his clients’ financial independence, Michael enjoys winter sports, sculpting glass, playing lacrosse, cooking gourmet meals, and exploring the outdoors. He is committed to building collaborative, transparent relationships and helping clients plan with confidence.