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Sam S
CFP®, Series 63, Series 65
Highland Park, IL
Farther
Sam Schwartz is a CFP® professional based in Highland Park, IL, with nine years of industry experience. He currently works at Farther and has previously been with Anchor Pointe Wealth Management, AssetMark Financial, and State Street Bank. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform alongside in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, with investments in ETFs, mutual funds, equities, and fixed income, supported by AI tools and advisor judgment.
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