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Eric S
CFP®, Series 63, Series 66
Raleigh, NC
Schrum Private Wealth Management, LLC
Eric Schrum is a CFP® professional with nine years of industry experience, currently serving at Schrum Private Wealth Management, LLC in Raleigh, NC. He has worked at Founders Wealth Management and Planning since 2017 and had a prior role at Fidelity Brokerage Services LLC. Schrum Private Wealth Management offers investment and wealth management services primarily to individual and high-net-worth clients, utilizing a blend of Modern Portfolio Theory and behavioral finance to construct diversified, low-cost portfolios. The firm emphasizes long-term investing with periodic tactical adjustments and incorporates tax-aware strategies such as tax-loss harvesting.
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