Schmitt Wealth Advisorsof Raymond James

Mission Statement

Our goal is to offer our clients financial and investment strategies specifically geared to their individual situations, philosophies, aspirations and goals.

We are committed to helping you and your family build the future you desire. Each financial plan is designed to be comprehensive and flexible, just as every portfolio is constructed to accommodate possible changes whether in the market or in your life – while still focusing on meeting your long-term goals.

We recognize that as the cost of retirement continues to rise – retirement planning has become increasingly important for baby boomers and subsequent generations. Because we are living longer, some of us can plan to spend 20 or even 30 or more years in retirement. We can help you make certain that you have the income you need throughout your retirement years.

We are dedicated to helping you achieve the results you want through thoughtful, objective advice; individualized planning; sound risk management; quality investment products; and personal, efficient service.

The Raymond James 2013 Annual Report


Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights

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Schmitt Wealth Advisors
4755 Lake Forest Dr
Suite 200
CincinnatiOH 45242
Phone: 513-762-5150
Fax: 513-762-5057
Toll-Free: 866-266-3302
Direct: 513-786-7843
Contact Us

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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