Schrum Private Wealth Management, LLC

Mary Atkinson is a financial advisor at Schrum Private Wealth Management, LLC with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Schrum Private Wealth Management since 2021 and Spire Investment Partners since 2011. Schrum Private Wealth Management offers investment and wealth management services primarily to individual and high-net-worth clients. The firm uses a blend of Modern Portfolio Theory, fundamental, strategic, and behavioral finance analysis to build globally diversified, low-cost portfolios and emphasizes long-term investing with periodic tactical adjustments and tax-aware strategies.

Owen Schrum is a financial advisor with Schrum Private Wealth Management, LLC in St. Augustine, FL. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. Prior to his current role, he has been with Spire Investment Partners since 2011. Outside of advising, Schrum is involved with Gallatin Ventures, an LLC established to develop a general insurance agency. Schrum Private Wealth Management provides investment and wealth management services primarily to individual and high-net-worth clients. The firm employs a strategy combining Modern Portfolio Theory with fundamental and behavioral finance to build globally diversified, low-cost portfolios, emphasizing long-term investing and tax-aware techniques.

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.