As the Managing Partner and co-founder of Schwarz Dygos Wheeler Investment Advisors LLC, Stephen Dygos brings over two decades of experience in wealth management to the forefront of his practice. Located in downtown Minneapolis, the firm is dedicated to providing fee-only investment advisory services, ensuring...
As the Managing Partner and co-founder of Schwarz Dygos Wheeler Investment Advisors LLC, Stephen Dygos brings over two decades of experience in wealth management to the forefront of his practice. Located in downtown Minneapolis, the firm is dedicated to providing fee-only investment advisory services, ensuring that clients receive unbiased financial guidance tailored to their unique needs. Stephen's expertise spans a wide range of areas, including retirement planning, asset allocation, and portfolio management, allowing him to craft comprehensive financial strategies that align with his clients' long-term goals.
At Schwarz Dygos Wheeler, Stephen has spearheaded key projects focused on enhancing client education and engagement, particularly in the realms of financial analysis and investment advisory. His commitment to being a fiduciary for 100% of his clients underscores his dedication to ethical practices and transparency in wealth management. By prioritizing the interests of professionals and retirees alike, Stephen has built a reputation for delivering personalized wealth management services that empower clients to make informed decisions about their financial futures.
In addition to his advisory role, Stephen actively participates in industry forums and workshops, sharing insights on valuation techniques and the importance of life insurance in comprehensive financial planning. His holistic approach not only addresses immediate investment needs but also prepares clients for the complexities of retirement and wealth preservation. As a thought leader in the financial services sector, Stephen Dygos continues to drive innovation and excellence at Schwarz Dygos Wheeler Investment Advisors, ensuring that clients receive the highest level of service and expertise.
